The Transcript Podcast

Feb 14 2024 69 ep. 16 mins 9
The Transcript Podcast artwork

We discuss key themes and thoughts from earnings calls

thetranscript.substack.com

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Subprime Signals

Feb 14 2024 8 mins  
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.The episode is based on this week’s newsletter that is available on Substack.Positive OutlookShow

Meta Joins the Dividend Club

Feb 06 2024 11 mins  
In this episode, we discuss the Federal Reserve's potential future rate cuts, the surprising job market data, a soft European economy, and tech giants' AI-driven performance.The episode is based on yesterday's newsletter which is available on Substack.Dialing Back RestraintA transcript of this podcast, with relevant images and quotes, is available for all subscribers after the show

The Soft Landing Consensus

Jan 31 2024 13 mins  
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.The episode is based on yesterday's newsletter which is available on Substack.Solid StartA transcript of this podcast, with relevant images and quotes, is available for all subscribers after the

Consumer Spending Still Strong

Dec 12 2023 6 mins  
In this episode, we examine the state of the consumer and analyze macro takeaways from earnings calls ahead of the Fed meeting this week.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, S

Softening Trends

Oct 31 2023 9 mins  
In this episode, we discuss the key takeaways from the first 3 weeks of the earnings season including the softening trends in the economy, the state of the EV market, and the stabilization in cloud.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 sh

It's Nvidia's World

Aug 29 2023 13 mins  
In this episode, we discuss Nvidia and the AI hype, takeaways from JacksonHole, and the poor comps for retailers.The episode is based on yesterday's newsletter which is available on Substack.Mission Not AccomplishedA 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, S

The Taylor Swift Boost

Aug 08 2023 10 mins  
In this episode, we discuss signs of stability in the economy, reflections on the long-term implications of higher rates, and the impact of Taylor Swift on the economy.The episode is based on yesterday's newsletter which is available on Substack.Ticking UpA transcript of this podcast, with relevant images and quotes, is available for all subscribers after the show notes below. Our

Q2 23 Earnings Season Begins

Jul 25 2023 11 mins  
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, Goog

Softening

May 23 2023 9 mins  
In this episode, we discuss the softening consumer spending trends, inflation being higher than the rate the Fed is targeting, and Tesla’s ChatGPT moment in self-driving.The episode is based on yesterday's newsletter which is available on Substack.Cautious OutlookA transcript of this podcast, with relevant images and quotes, is available for all subscribers after the show notes b

Slow Deterioration Continues

May 02 2023 11 mins  
In this episode, we discuss softening trends picked from Q1 earnings calls, the impact of First Republic Bank’s demise, and double-digit revenue growth for consumer packaged goods companies.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 not