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 98: Distress in Financial Markets
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Scott Krisiloff and Erick Mokaya
In this episode, we discuss the distress in financial markets that started in banking, how the Fed is responding to it, and what C-suite execs are saying about it.
Show Notes
00:00:00 Introduction
00:00:05 Distress in the Markets
00:01:45 Too Soon To Tell
00:02:57 The Fed Responds
00:03:33 It’s Quarter End This Week
00:05:24 It’s the Liquidity Stupid
00:07:05 The Astonishing Speed of AI Evolution
00:09:12 Nuggets of Wisdom
00:10:42 Conclusion