The Transcript

Welcome to Episode 77 of the Transcript Podcast. In this episode, we discuss signs that consumer spending may be softening, the hope that inflation may start to slow soon, and the signs of heavy stress in the financial system. We also preview the Q3 earnings season as banks kick off the season this Friday. A transcript of this podcast, with relevant images and quotes, is available for all subscrib...

Welcome to Episode 76 of the Transcript Podcast. This week, we dissect the key takeaways from Jerome Powell's press conference last week, tackle the prevailing inflationary psychology, and check out a few developments in Electric Vehicles vs ICEs 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/sub...

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. A transcript of this podcast, with relevant images and quotes, is available for all subscribers today just below the show notes. The episode is based on yesterday's newsletter which is availa...

Welcome to Episode 73 of The Transcript Podcast where we discuss the key themes and takeaways from the Q2 2022 earnings calls. This special episode is a recording of the 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 . You can listen to our podcast on Apple Podcasts , Spotify , Google Podcasts , YouTube...

In this episode , we discuss key takeaways from the Jackson Hole Symposium, the shifting spending patterns of high-income consumers, and the post-pandemic blues of some covid winners.  A transcript of this podcast, with relevant images and quotes, is available for all subscribers today just below the show notes. The episode is based on yesterday's newsletter which is available on Substack : S...

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. This week, we have made available a transcript of this podcast, with relevant imag...

This week's episode discusses key takeaways from the Fed’s press conference, how companies are preparing for a recession, and the big tech earnings. The episode is based on yesterday's newsletter which is available on  Substack . This week, we have made available a transcript of this podcast, with relevant images and quotes, for ALL subscribers this week. Find it after the show notes below. Become...

Episode Summary: In this week's episode, we cover CEOs not seeing a downturn as imminent from their data, the challenging ad environment for Snapchat, and look at the week ahead in tech earnings.  The episode is based on yesterday's newsletter which is available on  Substack . This week, we have made available a transcript of this podcast, with relevant images and quotes, for ALL subscribers this...

Episode Summary: In this special episode (Episode 67), 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 Industry 00:07:16 Key T...

Episode Summary: In this episode, we are joined by special guest Sam Ro to preview the Q2 earnings season that starts this week. The episode is also partly based on yesterday's newsletter which is available on  Substack . This week, we have made available a transcript of this podcast, with relevant images and quotes, for ALL subscribers after the show notes below. Become a paid subscriber to suppo...

Welcome to Episode 64 of  The Transcript  Podcast Episode Summary: In this episode, we discuss the Fed call, whether demand is really softening and Facebook taking on Tiktok. The episode is based on yesterday's newsletter which is available on  Substack : The free version is available here . This week, we have made available a transcript of this podcast, with relevant images and quotes, for ALL su...

Welcome to Episode 63 of  The Transcript  Podcast Episode Summary: In this episode, we discuss takeaways from the Fed’s press conference last week, the slight uptick in delinquency rates, and the emerging opportunities in restructurings. The episode is based on yesterday's newsletter which is available on  Substack . This week, we have made available a transcript of this podcast, with relevant ima...

Welcome to Episode 61 of  The Transcript  Podcast Episode Summary: In this 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. The episode is based on yesterday's newsletter which is available on  Substack . This week, we have made available a transcript of this podcast, with relevant im...

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.co * Alex Morris of The Science of Hitting * Mostly Borrowed Ideas of MBI Deep Dives This week’s episode and transcript are available...

Netflix reported its Q1 2022 earnings yesterday and reported a slow down in consumer growth that was unexpected to many except keen readers of The Transcript. We have been covering the streaming slowdown throughout the past 3 months in our newsletter and podcast. Attached is a clip from our podcast from 2 weeks ago discussing a potential big earnings miss for Netflix. Specifically, take a look at...

Welcome to Episode 55 of  The Transcript  Podcast Episode Summary: In this episode, we discuss if the fed is out of touch in terms of inflation, AVOD vs SVOD in streaming, and reflections from Google's former CEO Eric Schmidt.  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 subscribers...

Welcome to Episode 53 of  The Transcript  Podcast. This week we have made a transcript of this podcast, with relevant images and quotes for all subscribers. Become a paid subscriber to enjoy this every week. Episode Summary: In this episode, we discuss the impact of the Russia-Ukraine war on inflation which has shifted from transitory to structural and the hints of a potential recession.  The epis...

Welcome to Episode 51 of The Transcript Podcast. This is a special episode of a recording of a Twitter Spaces conversation we held on Thursday, 24th February with Sam Ro as our special guest. In this episode, we discuss the key themes that we took note of in Q4 2021 earnings calls. We are making this week’s episode and transcript available to all our subscribers, both paid and free. Become a paid...

Welcome to Episode 44 of  The Transcript  Podcast Episode Summary: In this episode, we recap 2021 through earnings calls quotes from each week. We discuss vaccinations paving the way for economies to reopen, the slight easing of supply chains, and 2021 being the year of the consumer. The episode is based on yesterdays’ newsletter which is available on  Substack . A transcript of this podcast, with...

Welcome to Episode 41 of The Transcript Podcast. This is a special episode of a recording of a Twitter Spaces conversation we held on Friday, 19th November with two special guests, Sam Ro and Alex Morris .  In this episode, we discuss the key themes that we took note of in Q3 2021. We are making this week’s newsletter available to all our subscribers, both paid and free. Become a paid subscriber t...

Episode Summary: In this episode, we discuss the Fed's tapering and desire to raise rates soon, the signs of normalization from various consumer trends, and fusion energy as a way to power our future energy needs.   The episode is based on yesterdays’ newsletter which is available here: A transcript of this podcast, with relevant images and quotes, is available for subscribers only after the show...

Episode Summary: In this episode, we discuss the worst of the semi-conductor industry being behind us, the impact of iOS changes on the ad industry and companies like Snap, and the key milestone that Tesla hit. This week, we are making available to everyone a transcript of this podcast, with relevant quotes and images. This is usually only for our paid subscribers. A massive thank you especially t...

Episode Summary: In this episode, we discuss the strong start to the Q3 earnings season last week as the big banks reported. The episode is based on yesterdays’ newsletter which is available below:  The free version of the newsletter is available here . A transcript of this podcast, with relevant images and quotes, is available, for subscribers only, after the show notes below. Subscribe to access...

Episode Summary: In this episode of The Transcript Podcast, we discuss the dampening effects of the Delta variant, the strong start to back-to-school, and the metaverse/omniverse that is getting companies excited. The episode is based on yesterdays’ newsletter which is available on  Substack . A transcript of this podcast, with relevant images and quotes, is available, for subscribers only, after...

Welcome to Episode 29 of  The Transcript  Podcast. This is a special episode as it is a recording of a Twitter Spaces conversation we held on Friday, 13th August with two special guests Sam Ro and Alex Morris . Look out for more such episodes where we bring in special guests to help us explore specific themes. The Podcast is available on  Apple Podcasts ,  Google Podcasts , and  Spotify  among oth...