63 episodes

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 Scott Krisiloff and Erick Mokaya

    • Business

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 64

    The Transcript Podcast Episode 64

    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

    • 12 min
    The Transcript Podcast Episode 63

    The Transcript Podcast Episode 63

    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. 

    • 11 min
    The Transcript Podcast Episode 62

    The Transcript Podcast Episode 62

    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.

    • 14 min
    The Transcript Podcast Episode 61

    The Transcript Podcast Episode 61

    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. 

    • 11 min
    The Transcript Podcast Episode 60: Q1 22 In Review

    The Transcript Podcast Episode 60: Q1 22 In Review

    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

    • 51 min
    The Transcript Podcast Episode 59

    The Transcript Podcast Episode 59

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

    • 13 min

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