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 104: Slight Softening
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Scott Krisiloff and Erick Mokaya
This week, we discuss the slight softening trends from the big retailers that reported last week. We also discuss Tesla and AI and the Fed talk about more potential rate hikes.
Show Notes
00:00:00 Introduction
00:00:07 Softening Trends
00:01:50 Inflation Still High
00:04:00 Tesla and AI
00:07:33 The State of the Supply Chains
00:08:30 Nuggets of Wisdom
00:09:12 Conclusion