エピソード

  • 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
    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
    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
  • Episode 109: Consumer Spending Still Strong
    2023/12/12

    In this episode, we examine the state of the consumer and analyze macro takeaways from earnings calls ahead of the Fed meeting this week. 

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    6 分
  • Episode 108: Softening Trends
    2023/10/31

    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. 

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    10 分
  • Episode 107: It's Nvidia's World
    2023/08/29

    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. 

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    13 分
  • Episode 106: The Taylor Swift Boost
    2023/08/08

    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. 

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    11 分
  • Episode 105: Q2 23 Earnings Season Begins
    2023/07/25

    In this episode, we discuss key gleanings from the earnings season including takeaways on bank earnings, inflation, and AI.

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    11 分