The Transcript

The Transcript

by

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.

Recent Episodes

  • Episode 112: Subprime Signals

    9 months ago
  • Meta Joins the Dividend Club

    9 months ago
  • Episode 110: The Soft Landing Consensus

    10 months ago
  • Episode 109: Consumer Spending Still Strong

    11 months ago
  • Episode 108: Softening Trends

    1 year ago
  • Episode 107: It's Nvidia's World

    1 year ago
  • Episode 106: The Taylor Swift Boost

    1 year ago
  • Episode 105: Q2 23 Earnings Season Begins

    1 year ago
  • Episode 104: Slight Softening

    1 year ago
  • Episode 103: Hot or Cold?

    2 years ago