『The Transcript』のカバーアート

The Transcript

The Transcript

著者： Scott Krisiloff and Erick Mokaya
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概要

 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.© 2024 The Transcript 経済学
エピソード
  • Episode 112: Subprime Signals

    Episode 112: Subprime Signals
    2024/02/14

    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
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    8 分
  • Meta Joins the Dividend Club

    Meta Joins the Dividend Club
    2024/02/06

    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
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    11 分
  • Episode 110: The Soft Landing Consensus

    Episode 110: The Soft Landing Consensus
    2024/01/31

    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.
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    13 分
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