The Transcript

The Transcript
Weekly Quotes from Earnings Calls
Created 06 Mar 2020
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  • Not Getting Better
    04 Oct 2021 • < 1 min read
    Succinct Summary: Inflation and supply chain challenges continue to be the most prominent economic theme. It doesn’t appear that supply chain challenges are getting any better. Read more
  • Tapering Time
    28 Sep 2021 • < 1 min read • 1 0
    Welcome to Episode 34 of The Transcript Podcast where we discuss the Fed's intention to taper, retailers restricting purchases of certain items, and some nuggets of wisdom from our readings. Share Rea...
  • Time to Taper
    27 Sep 2021 • < 1 min read • 1 0
    Editor's note: Welcome to this week’s edition of The Transcript. Parts of the quotes, which appear in italics, are only available to our paid subscribers. Read more
  • Strength in September
    21 Sep 2021 • < 1 min read • 1 0
    Episode Summary: Welcome to Episode 33 of The Transcript Podcast where we discuss the strong September data, the slowdown in China, and the balancing out in the housing markets. Read more
  • A Strong September
    20 Sep 2021 • < 1 min read • 1 0
    Editor's note: Welcome to this week’s edition of The Transcript. Parts of the quotes which appear in italics are only available to our paid subscribers. Read more
  • A Dip in August
    14 Sep 2021 • < 1 min read • 1 0
    Episode Summary: Welcome to Episode 32 of The Transcript Podcast where we discuss the downshift in economic data in August, the still-tight supply chains, and Amazon's battle with Visa on credit cards...
  • A Downshift
    13 Sep 2021 • < 1 min read • 2 0
    Editor's note: Welcome to this week’s edition of The Transcript. Parts of the quotes which appear in italics are only available to our paid subscribers. Read more
  • Worsening Supply Chains
    31 Aug 2021 • < 1 min read • 1 0
    Welcome to Episode 31 of The Transcript Podcast. Read more
  • Not Going Away
    30 Aug 2021 • < 1 min read
    Editor's note: Welcome to this week’s edition of The Transcript. Parts of the quotes which appear in italics are only available to our paid subscribers. Read more
  • The dampening effects of Delta
    24 Aug 2021 • 9 min read • 9 0
    Episode Summary: In this episode of The Transcript Podcast, we discuss the dampening effects of the Delta variant, the strong start to back-to-school, and the metaverse/omniverse that is getting compa...
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