Episode 102: Slow Deterioration Continues
May 02, 2023•12 min
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Episode description
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 Notes
00:00:00 Introduction
00:00:08 Softening Trends
00:01:23 The Impact of the End of First Republic
00:04:46 What will the Fed Do?
00:06:55 Price-Driven Growth
00:08:38 TakeAways from Tech Earnings
00:11:15 Conclusion
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