The Transcript
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.
The Transcript
The Transcript Podcast Episode 89
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Scott Krisiloff and Erick Mokaya
In our first episode of the earnings season, we discuss our key takeaways from the big banks that reported including takes on credit quality, the possibility of a hurricane coming and the state of the consumer.
Show Notes
00:00:00 Introduction
00:00:07 Big Banks Report
00:01:01 5% is the Place to Be
00:01:56 Consumer Dipping into Savings and Credit
00:03:05 No hurricane
00:04:04 Dollar Down
00:05:41 Search for Yield
00:06:59 The State of Semis and Auto
00:08:50 Conclusion