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 102: Slow Deterioration Continues
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Scott Krisiloff and Erick Mokaya
In this episode, we discuss the recent developments in the banking industry with the demise of First Republic and some key takeaways from big tech earnings calls.
Show Notes
00:00:00 Introduction
00:00:08 Softening Trends
00:01:23 The Impact of the End of First Republic
00:04:46 What will the Fed Do?
00:06:55 Price-Driven Growth
00:08:38 TakeAways from Tech Earnings
00:11:15 Conclusion