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The Transcript

The Transcript

Von: Scott Krisiloff and Erick Mokaya
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 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.© 2024 The Transcript Ökonomie
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  • Episode 112: Subprime Signals

    Episode 112: Subprime Signals
    Feb 14 2024

    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 challenges in the mass-market adoption of EVs.

    00:00:00 Introduction

    00:00:10 Prevailing Optimism

    00:01:50 Low-Income Consumer Strains

    00:03:54 EV Market Dynamics

    00:04:56 Automaker Bets and Brand Loyalt

    00:07:01 Hybrids Gaining Ground

    00:07:54 Conclusion
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    8 Min.
  • Meta Joins the Dividend Club

    Meta Joins the Dividend Club
    Feb 6 2024

    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 performance

    00:00:00 Introduction
    00:00:15 Decoding the Fed's Signals
    00:03:18 Soft Signals from Europe's Economy
    00:04:21 Natural Gas Inventory Surprises
    00:05:06 Tech Earnings and AI
    00:07:58 Meta's Dividend Debut
    00:09:16 Chips and Games: Industry Trends
    00:10:51 Conclusion
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    11 Min.
  • Episode 110: The Soft Landing Consensus

    Episode 110: The Soft Landing Consensus
    Jan 31 2024

    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.
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    13 Min.
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