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 105: Q2 23 Earnings Season Begins
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Scott Krisiloff and Erick Mokaya
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Season 1
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Episode 105
In this episode, we discuss key gleanings from the earnings season including takeaways on bank earnings, inflation, and AI.