The Transcript
Scott Krisiloff and Erick Mokaya
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.
Episodes
Episode 112: Subprime SignalsFebruary 14, 2024
Meta Joins the Dividend ClubFebruary 06, 2024
Episode 110: The Soft Landing ConsensusJanuary 31, 2024
Episode 109: Consumer Spending Still StrongDecember 12, 2023
Episode 108: Softening TrendsOctober 31, 2023
Episode 107: It's Nvidia's WorldAugust 29, 2023
Episode 106: The Taylor Swift BoostAugust 08, 2023
Episode 105: Q2 23 Earnings Season BeginsJuly 24, 2023
Episode 104: Slight SofteningMay 23, 2023
Episode 103: Hot or Cold? May 09, 2023
Episode 102: Slow Deterioration ContinuesMay 02, 2023
Episode 101: TakeAways from Bank Earnings Q1 23April 25, 2023
Episode 100: The Q1 23 Earnings Season Begins!April 19, 2023
Episode 99: Reviewing Q4 22 April 04, 2023
Episode 98: Distress in Financial MarketsMarch 28, 2023
Episode 97: A Banking CrisisMarch 21, 2023
Episode 96: What a Fall!March 14, 2023
Episode 95: AI Hype is RealMarch 06, 2023
The Transcript Podcast Episode 94February 28, 2023
The Transcript Podcast Episode 93February 21, 2023
The Transcript Podcast Episode 92February 07, 2023
The Transcript Podcast Episode 91January 31, 2023
The Transcript Podcast Episode 90January 24, 2023
The Transcript Podcast Episode 89January 18, 2023
The Transcript Podcast Episode 88January 10, 2023