The Transcript

Welcome to Episode 28 of  The Transcript  Podcast. Episode Summary: In this episode, we discuss we discuss how the delta variant is dampening the summer euphoria, what companies are seeing in June/July data, and our Q2 review on Twitter Spaces this Friday.  The episode is based on yesterdays’ newsletter which is available on  Substack . A transcript of this podcast, with relevant images and quotes...

Welcome to Episode 25 of  The Transcript  Podcast. The podcast and the transcript will be sent out to all subscribers this week. Episode Summary: In this episode, we discuss we discuss how the largest US banks are doing, continued discussions around inflation, and the Delta variant that is beginning to get the attention of the C-suite.  The episode is based on yesterdays’ newsletter which is avail...

Welcome to Episode 17 of the Transcript Podcast. Episode Summary: In this episode, we cover the Transcript's move to our new home on substack, the palpable excitement about reopening, and Coinbase's moat. The episode is based on yesterdays’ newsletter which is available on Substack . A transcript for this podcast is available for Subscribers only here. Show notes: [00:00]: Introduction [00:15]: Th...

In this episode, we cover the strong reopening with sold-out concerts and huge pent up demand for travel and entertainment, the heightened talk about inflation in earnings calls and The Transcript's move to Substack 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

In this episode of The Transcript Podcast , we cover continuing strength in the US economy, the high pent up demand for things like entertainment, and how companies are coping with chip shortages. Show Notes: 00:00 - Introduction 00:10 - Continuing strength in the US economy 00:49 - Inflationary and labor pressures 03:52 - Credit quality is high among consumers 05:25 - Big Tech still growing at st...

In this episode, we cover the increasing discussions around inflation in earnings calls, interesting quotes from Netflix  Q1 earnings call, and how companies are responding to shortages in the semiconductor industry.  Show Notes: 00:00 - Introduction 00:14 - The US is "Very, Very Strong" 01:30 - Many companies are discussing inflation 06:01 - Netflix still worth betting on 07:56 - Semico...

In this episode, we cover banks' earnings for Q1 2021, institutional investors' concerns on inflationary pressures, and the high expectations for robust growth in the second half of 2021 and 2022 as cities come back to life.  The podcast is based on this week's newsletter which is available here . This is a public episode. If you'd like to discuss this with other subscribers or get...

 In this episode of The Transcript Podcast , we cover the opening euphoria in the US, the persistent shortages in the semiconductor industry, and our expectations for the earnings season 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

In this week's episode, we cover how accelerated vaccination rate is driving up confidence among executives, the continued supply chain challenges causing inflation pressures and NFTs. This podcast is based on this week's newsletter which can be read here .  The Transcript for this podcast can be found here . Show Notes: 00:00 - Introduction 00:25 - Life's normalizing in the US 01:4...

In this episode, we cover the positive developments in travel and bookings,  institutional investor's concerns about inflation, and quantum computing featuring Honeywell. The podcast is based on this week's newsletter which you can find here . The Transcript for this podcast is available on our website.  Show Notes: 00:00 - Introduction 00:15 - Are we heading into roaring 20s? 05:13 - Th...

In this episode, we cover the retailers posting very strong comps, the pain companies are facing with tight supply chains and congested ports, and the end of the era of the internal combustion engine. You can read this week's newsletter here . Show Notes 00:00 - Introduction 00:15 - The world is starting to normalize 01:19 - Retailers are posting very strong comps 02:40 - Some companies are r...

In this episode, we cover the latest from the travel and leisure industry,  the economics of the food delivery market, and musings from the latest Berkshire Hathaway Annual Report. You can read this week’s newsletter here and get the full transcript of the podcast on our website . Show Notes 00:00 - Introduction 00:33 - High pent-up demand for travel vs limited supply 02:42 - People are enjoying l...

In this episode, we cover the rising optimism that the second half of 2021 will be better, the high e-commerce ambitions of Walmart, and the new form of internet identification that is UID 2.0. You can read this week's newsletter here . Show Notes 00:00 - Introduction 00:20 - An accelerated return to normalization  01:01 - Business travel likely to normalize in 2022 02:33 - Prices in oil and...

In this episode, we cover the semiconductor supply issues that automakers are facing , why policymakers don't seem bothered by rising inflation expectations and the reshuffling in the housing market. Show Notes 00:00 - Introduction 00:26 - Animal spirits in the capital markets 00:53 - The impact of semiconductor shortages on automakers 03:03 - Battery shortages for EVs in the future 03:59 - P...

In this episode, we cover the supply chain constraints that many manufacturers are facing, the explosive growth in gaming, and the worries surrounding the impact of Apple's iOS 14 IDFA privacy changes. Show Notes: 00:00 – Introduction 00:40 – Industrial companies are reporting supply chain constraints 02:48 – Extraordinary demand in gaming 04:57 – More companies are moving towards renewable e...

In this episode, we cover the market madness that prevailed in the past week, the pockets of inflationary pressures brought about by bottlenecks in the supply chain, and the record earnings from big tech that flew under the radar  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

In this episode, we cover the new US administration's intentions on stimulus and taxes, trends in telehealth, the proliferation of SPACs, and heightened margin trading by retail traders.  Show Notes 00:00:00 - Introduction 00:00:23 - New president, more stimulus 00:00:50 - Signs of inflation? 00:02:56 - New covid-19 variants and vaccine development 00:07:53 - Trading levels are increasing des...

Welcome to Episode 2 of The Transcript Podcast . In this episode, we cover the roll out of vaccinations, the release of reserves by banks, and the heightened awareness by management teams on cybersecurity.  This podcast highlights and discusses key thoughts, ideas, and themes we picked from our reading of transcripts from earnings calls.  This is a public episode. If you'd like to discuss this wit...

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. In this episode, we introduce this new project, explore key quotes from 2020, and examine what we are looking forward to in the upcoming earnings season. This is a public episode. If you'd like to discuss this with other subscribers or get...