In this episode, we contrast corporate optimism against a backdrop of enduring inflation, address the financial pressures facing low-income consumers and the distress signals from rising subprime delinquencies, and examine the unexpected challe...

In this episode, we discuss the Federal Reserve's future rate cuts, the surprising job market data,  a soft European economy, and tech giants' AI-driven performance00:00:00 Introduction00:00:15 Decoding the Fed's Signals00:...

In this episode, we explore the potential soft landing, consumer spending resilience, Tesla's AI ambitions in the EV market, Boeing's challenges, and the big week ahead in big tech earnings.

In this episode, we examine the state of the consumer and analyze macro takeaways from earnings calls ahead of the Fed meeting this week. 

In this episode, we discuss the key takeaways from the first 3 weeks of earnings season. The key trend is the softening trends in the economy, the state of the EV market and the stabilization in cloud. 

In this episode, we discuss the takeaways from Jackson Hole, reflections on the state of the consumer from retailers, and the blowout quarter that Nvidia just hard. 

In this episode we discuss signs of stability in the economy, reflections on the long-term implications of higher rates, and the impact of Taylor Swift on the economy. 

In this episode, we discuss key gleanings from the earnings season including takeaways on bank earnings, inflation, and AI.

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 Notes00:00:00   Introduction...

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 Notes00:00:00   Introduction00:00:07  &nb...

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 Notes00:00:00   Introduction00:00:08&nb...

In this episode, we discuss the key takeaways from US bank's Q1 2023 earnings and more. Show Notes00:00:00   Introduction00:00:07   Slowly Declining00:02:18   What Will the ...

In this episode marking the start to the new earnings season, we discuss how banks and the Fed are responding to the recent baking crisis,  the state of the consumer Buffett's take on AIShow Notes00:00:00   ...

In this episode, we discuss our key takeaways from the Q4 2022 earnings calls.Show Notes00:00:00   Introduction00:00:07   The Banking Crisis00:02:55   Consumers Are Still Spendin...

In this episode, we discuss the distress in financial markets that started in banking, how the Fed is responding to it, and what C-suite execs are saying about it. Show Notes00:00:00 Introduction00:00:05 Distre...

In this episode, we examine the developments in the banking world in the last week or so and the implications these have on financial markets and on the Fed rate hike. 

In this episode, we analyze the happenings in the banking world last week that started with the fall of the Silicon Valley Bank. Show Notes00:00:00   Introduction00:00:07   The Rapid Fall of...

In this episode, we discuss last week's statements by Fed governors, the still-strong consumer spending and the hype around AI. 00:00:00   Introduction00:00:08   Waiting for Data00:01:38  &nbs...

In this episode we discuss the pesky inflation, the state of retail and takeaways from the Berkshire 2022 shareholder letterShow Notes00:00:00   Introduction00:00:07   Pesky inflation00:00:58&nbs...

In this episode, we examine the state of the consumer, the impact of UID2 on advertising, and how things are going with ChatGPT.Show Notes00:00:00   Introduction00:00:13   Consumer is Still Party...

In this episode, we dissect the gleanings from the latest post-FOMC press conference and the takeaways from tech earnings. 

In this episode, we discuss the resiliency of consumer spending, the sticky services inflation,  and the era of AI. 

In this episode, we discuss how companies are preparing for a mild recession, the developing decade of AI and the status of the reopening of China. Show Notes00:00:00   Introduction00:00:07  &nbs...

In our first episode of the earnings season, we discuss our key takeaways from the big banks that reported including takes on credit quality, the possibility of a hurricane coming and the state of the consumer. Show Notes

In the first episode of the new year, we discuss what has changed since the holidays and we preview the Q4 2022 earnings season. Show Notes00:00:00  Introduction00:00:08  A Cooling Down00:01:55&nbs...