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 103: Hot or Cold?
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Scott Krisiloff and Erick Mokaya
In this episode, we discuss the key points from the Fed press conference last week, the incoming data on the state of the economy, and the banking crisis.
Show Notes
00:00:00 Introduction
00:00:07 Pausing Soon?
00:01:08 Hot or Cold?
00:03:31 Troubled Regional Banks
00:05:57 What's Different This Time?
00:07:42 CRE Exposure
00:10:12 ChatGPT Crushing Business Models
00:11:22 The Oracle of Omaha
00:12:32 Conclusion