Transcript offentlig
[search 0]
Mer
Download the App!
show episodes
 
Artwork

1
The Transcript

Scott Krisiloff and Erick Mokaya

Unsubscribe
Unsubscribe
Månedlig+
 
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.
  continue reading
 
Market research in healthcare is overdue for a change. When we review the transcripts from patients and healthcare professionals, we are looking at the words, but lacking the clues behind how they were said. Without the tone, rate, inflection, even pauses, we lose too much value in transcription. This new podcast from inVibe Labs explores topics around the hidden insights within the acoustic signals of what we say, how we say it, and the deeper meanings and emotions; all critical clues about ...
  continue reading
 
Loading …
show series
 
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-I…
  continue reading
 
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…
  continue reading
 
This week, we discuss the slight softening trends from the big retailers that reported last week. We also discuss Tesla and AI and the Fed talk about more potential rate hikes. Show Notes 00:00:00 Introduction 00:00:07 Softening Trends 00:01:50 Inflation Still High 00:04:00 Tesla and AI 00:07:33 The State of the Supply Chains 00:08:30 Nuggets of Wi…
  continue reading
 
In this episode, we discuss the key points from the Fed press conference last week, the incoming data on the state of the economy, and the banking crisis. Show Notes 00:00:00 Introduction 00:00:07 Pausing Soon? 00:01:08 Hot or Cold? 00:03:31 Troubled Regional Banks 00:05:57 What's Different This Time? 00:07:42 CRE Exposure 00:10:12 ChatGPT Crushing…
  continue reading
 
In this episode, we discuss the recent developments in the banking industry with the demise of First Republic and some key takeaways from big tech earnings calls. Show Notes 00:00:00 Introduction 00:00:08 Softening Trends 00:01:23 The Impact of the End of First Republic 00:04:46 What will the Fed Do? 00:06:55 Price-Driven Growth 00:08:38 TakeAways …
  continue reading
 
In this episode, we discuss the key takeaways from US bank's Q1 2023 earnings and more. Show Notes 00:00:00 Introduction 00:00:07 Slowly Declining 00:02:18 What Will the Fed Do? 00:03:18 Banks are Stable For Now 00:04:42 Credit Metrics Look Good 00:06:23 On Semis and Pool Demand 00:08:20 Freight Recession 00:09:10 Tesla Slashing Prices 00:11:06 Big…
  continue reading
 
In this episode marking the start to the new earnings season, we discuss how banks and the Fed are responding to the recent baking crisis, the state of the consumer Buffett's take on AI Show Notes 00:00:00 Introduction 00:00:07 Banking Stress Calms Down 00:01:56 How Will the Fed React? 00:05:23 Is The Banking Crisis Over? 00:07:03 The Car Market 00…
  continue reading
 
In this episode, we discuss the distress in financial markets that started in banking, how the Fed is responding to it, and what C-suite execs are saying about it. Show Notes 00:00:00 Introduction 00:00:05 Distress in the Markets 00:01:45 Too Soon To Tell 00:02:57 The Fed Responds 00:03:33 It’s Quarter End This Week 00:05:24 It’s the Liquidity Stup…
  continue reading
 
In this episode, we discuss last week's statements by Fed governors, the still-strong consumer spending and the hype around AI. 00:00:00 Introduction 00:00:08 Waiting for Data 00:01:38 Consumer Spending Still Strong 00:02:10 Slowing Retail Comps 00:03:38 The State of the Energy and Materials Markets 00:05:26 Back to 1990s? 00:10:39 Conclusion…
  continue reading
 
In this episode, we examine the state of the consumer, the impact of UID2 on advertising, and how things are going with ChatGPT. Show Notes 00:00:00 Introduction 00:00:13 Consumer is Still Partying 00:01:31 Service Inflation Still Sticky 00:02:45 No Hurricane Yet 00:03:22 UID 2.0 00:05:44 ChatGPT Attracting Criticism 00:08:15 Back to Office at Amaz…
  continue reading
 
In this episode, we discuss how companies are preparing for a mild recession, the developing decade of AI and the status of the reopening of China. Show Notes 00:00:00 Introduction 00:00:07 A Mild Recession Ahead 00:02:12 Will the Fed Slow Down? 00:04:36 Pace of Decline in VC Investments Slows Down 00:05:32 The Decade of AI 00:09:38 Nearshoring and…
  continue reading
 
In our first episode of the earnings season, we discuss our key takeaways from the big banks that reported including takes on credit quality, the possibility of a hurricane coming and the state of the consumer. Show Notes 00:00:00 Introduction 00:00:07 Big Banks Report 00:01:01 5% is the Place to Be 00:01:56 Consumer Dipping into Savings and Credit…
  continue reading
 
In the first episode of the new year, we discuss what has changed since the holidays and we preview the Q4 2022 earnings season. Show Notes 00:00:00 Introduction 00:00:08 A Cooling Down 00:01:55 Inflation Cooling in Europe 00:03:03 Inflation in Services 00:05:52 A Hunkering for Fries 00:06:49 The AI revolution 00:09:19 Weakening Data Center Demand …
  continue reading
 
In this episode, we review the year 2022 through quotes from earnings calls and also track the incredible growth we have had at The Transcript. Show Notes 00:00:00 Introduction 00:00:07 A Year of Worries 00:01:51 The Fed Behind the Curve 00:04:51 Inflation Peaked 00:06:41 The End of an Era 00:08:22 Looking into 2023 00:10:04 Incredible Growth at Th…
  continue reading
 
In this episode, we discuss the signs of slow down in spending, how companies are prepping for a hurricane and the impact ChatGPT is having. Show Notes 00:00:00 Introduction 00:00:08 There is a slowdown 00:02:28 Companies Prepping for a Hurricane 00:04:26 The 2% Trend 00:06:11 IT Budgets under Pressure 00:08:04 The ChatGPT Moment 00:11:07 Conclusio…
  continue reading
 
In this episode, we discuss the recent comments from the Fed on slowing down rate increases, the surprising strength in the industrial segments, and the impact of the Zero-covid policy in China. Show Notes 00:00:00 Introduction 00:00:12 Slowing Down The Pace 00:01:12 Entrenched Inflation Psychology? 00:05:29 Strength in Industrial Customers 00:07:3…
  continue reading
 
In this episode, we host Sean Stannard-Stockton who is the president and chief investment officer of Ensemble Capital Management and is a regular reader of our newsletter. We discuss his takeaways from the latest Q3 22 earnings from companies in their portfolio including Mastercard, Starbucks, Ferrari, Home Depot, and Netflix.…
  continue reading
 
In this episode, we discuss the signals from freight companies on weakening demand, the FTX saga, and the Meta U-Turn Show Notes 00:00:00 Introduction 00:00:07 Inflation Going Down? 00:03:09 The Crypto Crisis 00:07:54 The Meta U-Turn 00:09:36 Semis and the Energy Transition 00:10:06 ConclusionAv Scott Krisiloff and Erick Mokaya
  continue reading
 
In this episode, we discuss the musings from the Fed meeting last week, the challenged ad markets, and the state of energy markets in Europe Show Notes 00:00:00 Introduction 00:00:08 The Fed is Staying the Course 00:03:54 Europe is Weak 00:05:24 Mexico a Beneficiary of Reshoring 00:07:05 Weak Ad Spend 00:08:52 A Warm Welcome to the New Subscribers…
  continue reading
 
In this episode, we are joined by Brad Freeman, author of the newsletter Stock Market Nerd, to discuss key takeaways from tech earnings. Show Notes 00:00:00 Introduction 00:00:43 Resilient consumer starting to get jittery 00:03:00 Some Weakness in Spending? 00:04:09 Meta Worries 00:09:19 Weaknesses in Cloud emerging as growth moderates 00:13:45 Wea…
  continue reading
 
In this special episode (Episode 80), we host former hedge fund manager Marc Rubinstein to discuss the key takeaways from Banks' Q3 22 earnings calls. Marc is the author of Net Interest and writes for Bloomberg Opinion. He covers financial sector themes. We are also joined by Brian Gilmartin, CFA from Trinity Asset Management who writes the blog Fu…
  continue reading
 
In this episode, we discuss the deteriorating corporate confidence, the impact of the strong dollar on US earnings, and explore whether air travel has experienced a permanent structural change. We also preview tech earnings that flood in this week. Show Notes 00:00:00 Introduction 00:00:08 Declining Corporate Confidence 00:02:03 The Strong Dollar 0…
  continue reading
 
In this special episode, we are joined by Jesse Felder to discuss the macro takeaways from our recent newsletters including the Fed's fight with inflation, the heightened recession risks, the distress in financial markets, and the early innings of a commodity super-cycle. Show Notes [00:00:00] Introduction [00:00:15] The Fed’s Hard Time with Inflat…
  continue reading
 
In this episode, we discuss the state of the consumer and consumer spending, the decline in FedEx volumes and what it means for the recession outlook, and why the big 3 in cloud will be hard to compete with. Show Notes 00:00:00 Introduction 00:00:12 Slowdown or Shifting Demand? 00:02:13 The State of the Consumer 00:05:34 Recession Watch 00:06:48 En…
  continue reading
 
In this episode, we discuss the focus of the Fed on fighting inflation until the job is done, the trends in e-commerce and how companies are trying to find the optimal WFH/WFO mix. Show Notes 00:00:00 Introduction 00:00:08 Until the Job is done 00:02:36 If we are in a recession, consumers don’t know it 00:03:04 Post-Pandemic Blues 00:07:57 Worried …
  continue reading
 
Welcome to Episode 73 of The Transcript Podcast where we discuss the key themes and takeaways from the Q2 2022 earnings calls. This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 31st August 2022 with our guests Sam Ro of Tker.co and Alex Morris of The Science of Hitting Show Notes 00:00:00: Introduction …
  continue reading
 
In this episode, we discuss takeaways from Jackson Hole, the shifting spending patterns of high-income consumers, and the post-pandemic blues of some covid winners. Show Notes 00:00:00 Introduction 00:00:07 No Resting Until the Job is Done 00:02:44 Emerging Markets Feeling the Heat 00:03:29 Trading Down from High Income Consumers 00:06:30 Post-Pand…
  continue reading
 
In this episode, we discuss key takeaways from the retailers' Q2 results, the implications of falling used car prices and how streaming companies are eyeing a piece of the live sports market. Show Notes 00:00:00 Introduction 00:01:30 A lot of conficting data 00:03:03 Retailers working through excess inventory 00:03:52 Consumer demand weak in certai…
  continue reading
 
In this week's episode, we discuss key takeaways from the Fed press conference, how companies are preparing for a recession and the big tech earnings. Show Notes 00:00:00 Introduction 00:00:15 What is a Recession? 00:02:40 Debt markets are reeling 00:04:29 COVID-era trends are reversing 00:05:57 Some Early Recession Indicators 00:07:22 Meta: From S…
  continue reading
 
In this special episode, we host tech/semiconductors analyst Eric Jhonsa to discuss key takeaways from earnings for the semiconductor industry. Eric writes columns for Real Money and live-blog earnings at The Street and was previously at Seeking Alpha focusing on tech news coverage, and a writer for The Motley Fool. Show Notes 00:00:00: Introductio…
  continue reading
 
In the special episode, we host former hedge fund manager Marc Rubinstein to discuss the key takeaways from Banks' Q2 22 earnings calls. Marc is the author of Net Interest and writes for Bloomberg Opinion. He covers financial sector themes. Show Notes: 00:00:00 Introduction 00:01:30 What Happens During Earnings Season? 00:04:25 The US Banking Indus…
  continue reading
 
Loading …

Hurtigreferanseguide

Copyright 2024 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett