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 90
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Scott Krisiloff and Erick Mokaya
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Season 1
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Episode 90
In this episode, we discuss how companies are preparing for a mild recession, the developing decade of AI and the status of the reopening of China.
Show Notes
00:00:00 Introduction
00:00:07 A Mild Recession Ahead
00:02:12 Will the Fed Slow Down?
00:04:36 Pace of Decline in VC Investments Slows Down
00:05:32 The Decade of AI
00:09:38 Nearshoring and the Reopening of China
00:10:58 Conclusion