The Transcript Scott Krisiloff and Erick Mokaya

In this episode, we contrast corporate optimism against a backdrop of enduring inflation, address the financial pressures facing low-income consumers and the distress signals from rising subprime delinquencies, and examine the unexpected challenges in the mass-market adoption of EVs.

00:00:00 Introduction

00:00:10 Prevailing Optimism

00:01:50 Low-Income Consumer Strains

00:03:54 EV Market Dynamics

00:04:56 Automaker Bets and Brand Loyalt

00:07:01 Hybrids Gaining Ground

00:07:54 Conclusion

In this episode, we discuss the Federal Reserve's future rate cuts, the surprising job market data,  a soft European economy, and tech giants' AI-driven performance

00:00:00 Introduction
00:00:15 Decoding the Fed's Signals
00:03:18 Soft Signals from Europe's Economy
00:04:21 Natural Gas Inventory Surprises
00:05:06 Tech Earnings and AI
00:07:58 Meta's Dividend Debut
00:09:16 Chips and Games: Industry Trends
00:10:51 Conclusion

In this episode, we explore the potential soft landing, consumer spending resilience, Tesla's AI ambitions in the EV market, Boeing's challenges, and the big week ahead in big tech earnings.

In this episode, we examine the state of the consumer and analyze macro takeaways from earnings calls ahead of the Fed meeting this week. 

In this episode, we discuss the key takeaways from the first 3 weeks of earnings season. The key trend is the softening trends in the economy, the state of the EV market and the stabilization in cloud. 

In this episode, we discuss the takeaways from Jackson Hole, reflections on the state of the consumer from retailers, and the blowout quarter that Nvidia just hard.