The Transcript Scott Krisiloff and Erick Mokaya

In this episode, we discuss the fed call, whether demand is really softening and Facebook taking on Tiktok.

Show Notes
00:00:00 Introduction
00:00:15 Demand Softening? 
00:02:27 The Fed Call
00:04:30 Brakes on the Housing Market
00:06:20 A Lot of Talk about Oil
00:08:11 Facebook Takes on Tiktok
00:12:37 Conclusion

In this episode, we discuss takeaways from the Fed press conference last week, the slight uptick in delinquency rates, and the emerging opportunities in restructurings. 

In this episode, we cover the strong inflation numbers, the fear that the strong consumer balance sheets might not hold for long, and the impact of declining valuations on employee motivations and retention.

In this week's episode, we discuss the recession fears amidst the strong consumer spending, the signs of moderation on housing, and our tweet that got a response from Mark Cuban. 

Welcome to Episode 60 of The Transcript Podcast where we discuss the key themes and takeaways from the Q1 2022 earnings calls.
This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 18th May with our guests:
Sam Ro of Tker.coAlex Morris of The Science of HittingMostly Borrowed Ideas of MBI Deep DivesShow Notes
00:00:00 Introduction 
00:07:18 Macro Perspective from the Earnings 
00:17:27 Historical Context for the Current Market State 
00:32:32 The intersection of Tech & Consumer 
00:36:48 Valuations 
00:41:12 Q2 Outlook & Closing Thoughts

In this episode, we cover the state of private markets and the tough times that retailers are having.