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 94
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Scott Krisiloff and Erick Mokaya
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Season 1
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Episode 94
In this episode we discuss the pesky inflation, the state of retail and takeaways from the Berkshire 2022 shareholder letter
Show Notes
00:00:00 Introduction
00:00:07 Pesky inflation
00:00:58 Pressured but Spending
00:02:05 Softening Labour Markets?
00:03:39 Takeaways from Retailers
00:05:51 Week ahead
00:09:59 Conclusion