Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
The Transcript
Mark all (un)played …
Manage series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
112 episodes
Mark all (un)played …
Manage series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
112 episodes
All episodes
×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-Income Consumer Strains 00:03:54 EV Market Dynamics 00:04:56 Automaker Bets and Brand Loyalt 00:07:01 Hybrids Gaining Ground 00:07:54 Conclusion…
T
The Transcript

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's Dividend Debut 00:09:16 Chips and Games: Industry Trends 00:10:51 Conclusion…
T
The Transcript

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.
T
The Transcript

In this episode, we examine the state of the consumer and analyze macro takeaways from earnings calls ahead of the Fed meeting this week.
In this episode, we discuss the key takeaways from the first 3 weeks of earnings season. The key trend is the softening trends in the economy, the state of the EV market and the stabilization in cloud.
T
The Transcript

In this episode, we discuss the takeaways from Jackson Hole, reflections on the state of the consumer from retailers, and the blowout quarter that Nvidia just hard.
T
The Transcript

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.
T
The Transcript

In this episode, we discuss key gleanings from the earnings season including takeaways on bank earnings, inflation, and AI.
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 Wisdom 00:09:12 Conclusion…
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 Business Models 00:11:22 The Oracle of Omaha 00:12:32 Conclusion…
T
The Transcript

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 from Tech Earnings 00:11:15 Conclusion…
T
The Transcript

1 Episode 101: TakeAways from Bank Earnings Q1 23 11:46
11:46
Play Later
Play Later
Lists
Like
Liked11:46
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 Week Ahead…
T
The Transcript

1 Episode 100: The Q1 23 Earnings Season Begins! 11:09
11:09
Play Later
Play Later
Lists
Like
Liked11:09
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 00:08:40 Buffett and AI 00:10:57 Conclusion…
In this episode, we discuss our key takeaways from the Q4 2022 earnings calls. Show Notes 00:00:00 Introduction 00:00:07 The Banking Crisis 00:02:55 Consumers Are Still Spending 00:04:22 The Era of AI 00:08:40 Earnings Season Begins Soon 00:10:11 Conclusion
T
The Transcript

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 Stupid 00:07:05 The Astonishing Speed of AI Evolution 00:09:12 Nuggets of Wisdom 00:10:42 Conclusion…
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.