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 101: TakeAways from Bank Earnings Q1 23
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Scott Krisiloff and Erick Mokaya
In this episode, we discuss the key takeaways from US bank's Q1 2023 earnings and more.
Show Notes
00:00:00 Introduction
00:00:07 Slowly Declining
00:02:18 What Will the Fed Do?
00:03:18 Banks are Stable For Now
00:04:42 Credit Metrics Look Good
00:06:23 On Semis and Pool Demand
00:08:20 Freight Recession
00:09:10 Tesla Slashing Prices
00:11:06 Big Week Ahead