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 100: The Q1 23 Earnings Season Begins!
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Scott Krisiloff and Erick Mokaya
In this episode marking the start to the new earnings season, we discuss how banks and the Fed are responding to the recent baking crisis, the state of the consumer Buffett's take on AI
Show Notes
00:00:00 Introduction
00:00:07 Banking Stress Calms Down
00:01:56 How Will the Fed React?
00:05:23 Is The Banking Crisis Over?
00:07:03 The Car Market
00:08:40 Buffett and AI
00:10:57 Conclusion