Jul 25 2023 11 mins 6
In this episode, we discuss key gleanings from the earnings season including takeaways from bank earnings, inflation, and AI.
The episode is based on yesterday's newsletter which is available on Substack.
A transcript of this podcast, with relevant images and quotes, is available for all subscribers after the show notes below. Our podcast is available on Apple Podcasts, Spotify, Google Podcasts, YouTube, and Amazon Music.
Show Notes
00:00:00 Introduction
00:00:15 A Sense of Optimism
00:01:33 Consumer Still Doing Well
00:03:14 Fed Talk
00:04:42 The AI Frenzy
00:07:44 Tesla and AI
00:08:57 Real Estate Opportunities
00:10:03 Heavy Week Ahead
This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit thetranscript.substack.com/subscribe
