Welcome to The Transcript Podcast where we highlight and discuss key thoughts, ideas, and themes we picked from our reading of transcripts from earnings calls.
The Transcript Podcast Episode 8
In this episode, we cover the latest from the travel and leisure industry, the economics of the food delivery market, and musings from the latest Berkshire Hathaway Annual Report. You can read this week’s newsletter here and get the full transcript of...
The Transcript Podcast Episode 7
In this episode, we cover the rising optimism that the second half of 2021 will be better, the high e-commerce ambitions of Walmart, and the new form of internet identification that is UID 2.0. You can read this week's newsletter here.Show Notes00:00 -...
The Transcript Podcast Episode 6
In this episode, we cover the semiconductor supply issues that automakers are facing , why policymakers don't seem bothered by rising inflation expectations and the reshuffling in the housing market. Show Notes00:00 - Introduction00:26 - Animal spirits...
The Transcript Podcast Episode 5
In this episode, we cover the supply chain constraints that many manufacturers are facing, the explosive growth in gaming, and the worries surrounding the impact of Apple's iOS 14 IDFA privacy changes.Show Notes:00:00 – Introduction00:40 – Industrial...
The Transcript Podcast Episode 4
In this episode, we cover the market madness that prevailed in the past week, the pockets of inflationary pressures brought about by bottlenecks in the supply chain, and the record earnings from big tech that flew under the radar
The Transcript Podcast Episode 3
In this episode, we cover the new US administration's intentions on stimulus and taxes, trends in telehealth, the proliferation of SPACs, and heightened margin trading by retail traders. Show Notes00:00:00 - Introduction00:00:23 - New president, more...