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
Episode 95: AI Hype is Real
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Scott Krisiloff and Erick Mokaya
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Season 1
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Episode 95
In this episode, we discuss last week's statements by Fed governors, the still-strong consumer spending and the hype around AI.
00:00:00 Introduction
00:00:08 Waiting for Data
00:01:38 Consumer Spending Still Strong
00:02:10 Slowing Retail Comps
00:03:38 The State of the Energy and Materials Markets
00:05:26 Back to 1990s?
00:10:39 Conclusion