In this episode, we discuss the global worries on energy and food supplies that surround Russia’s invasion of Ukraine. We also cover subscription fatigue alongside Disney’s planned launch of an ad-supported subscription. Show Notes: 00:00:00 Introduction 00:00:11 Supply chain effects from Russia-Ukraine war 00:03:55 Soaring energy prices and search for alternatives 00:05:25 Food crisis looming 00:07:53 Global financial companies have joined the santions 00:08:19 Fed’s reaction adds a layer of un...
Mar 10, 2022•14 min
Welcome to Episode 51 of The Transcript Podcast. This is a special episode of a recording of a Twitter Spaces conversation we held on Thursday, 24th February with Sam Ro as our special guest. In this episode, we discuss the key themes that we took note of in Q4 2021 earnings calls.
Mar 02, 2022•45 min•Season 1Ep. 51
In this episode, we cover subscription fatigue, companies becoming aggressive in increasing prices, and rising geopolitical risks. Show Notes: 00:00:00 Introduction 00:00:27 More price increases might be on the way 00:02:36 All eyes on the Ukraine-Russia tension 00:08:05 Growing subscription fatigue 00:10:50 High demand for coal in China
Feb 23, 2022•14 min•Season 1Ep. 50
In this episode, we discuss margin compression, rising geopolitical tensions, Dinsey turning 100, and Cloudflare earnings. Show Notes: 00:00:00 Introduction 00:00:09 Strong economy still, despite volatile capital markets 00:01:46 Life is slowly getting back to normal 00:02:29 Margin compression expected in the first half of the year 00:04:26 Eyes on Ukraine 00:06:12 Disney: a century in the making 00:08:19 Some companies are hard hit by supply chain dynamics...
Feb 15, 2022•11 min
In this episode, we discuss the challenges Meta/Facebook is facing from Tiktok, the commodity prices that seem to be peaking, and the promising energy sector.
Feb 08, 2022•12 min
In the episode this week, we discuss our notes from the Fed meeting this week, tech earnings, and Blackstone's observations on private markets. Show Notes: 00:00:00 Introduction 00:00:11 Rate hike pushed to March 00:04:55 Inflation is a worry around the world 00:07:34 A lot of investment going into real estate 00:09:30 Big tech thriving despite supply chain issues 00:11:04 Staffing issues are starting to get better
Feb 01, 2022•12 min
In this episode, we discuss the inevitable rate hikes ahead, investor worries about the impact of inflation and hikes, and Netflix's growth challenge Show Notes: 00:00:00 Introduction 00:00:10 Rate hikes are on the way 00:02:36 Companies are a little worried about inflation 00:05:36 Netflix growth has slowed down 00:08:33 VC activity has slowed down
Jan 25, 2022•11 min
In the first episode of the year, we cover the omicron impact on the economy, on supply chains, and on staffing.
Jan 18, 2022•9 min•Season 1Ep. 45
In this episode, we review the key themes we saw in 2021. Show Notes: 00:00:00 Introduction 00:00:35 Vaccination paved way for economies to reopen 00:01:42 The Fed was behind the curve inflation 00:02:55 Tapering has began 00:04:33 There is slight easing of the supply chains 00:05:00 2021 was the year of the consumer 00:06:51 Meme stocks and speculative mania 00:07:35 It’s been a great year at The Transcript too
Dec 21, 2021•10 min•Season 1Ep. 44
In this week's episode, we discuss bank CEOs' thoughts on inflation, the 2022 economic outlook, and the Fed's actions.
Dec 14, 2021•14 min•Season 1Ep. 43
In this episode, we cover the changing Fed tune, that supply chains may be easing slightly and the headwinds consumers face going into 2022. Show Notes: 00:00:00 Introduction 00:00:08 The Fed has changed their tone on inflation 00:00:43 Low-income families have cut down on shopping 00:01:37 Omicron variant and its effect on the economy still unknown 00:04:01 High infection rate in Europe might impact intenational travel recovery 00:06:12 Retailers had strong comps in Q3 00:06:38 Some green shoot...
Dec 07, 2021•9 min•Season 1Ep. 42
Welcome to Episode 41 of The Transcript Podcast. This is a special episode of a recording of a Twitter Spaces conversation we held on Friday, 19th November with two special guests, Sam Ro and Alex Morris . In this episode, we discuss the key themes that we took note of in Q3 2021.
Nov 24, 2021•58 min•Season 1Ep. 41
In this episode, we cover Unified ID 2.0, the challenging labor market, and AMC becoming a crypto company. Show Notes: 00:00:00 Introduction 00:00:11 Stong global economy despite supply chain issues and inflation 00:00:45 Lots of job offers, very few takers 00:05:15 Crypto is growing at the same rate internet did 00:07:19 Very rapid adoption of web 3.0 00:09:39 Shift from cookies to UID 2.0
Nov 16, 2021•13 min•Season 1Ep. 40
In this episode, we discuss the Fed's tapering and desire to raise rates soon, the signs of normalization from various consumer trends, and fusion energy as a way to power our future energy needs.
Nov 09, 2021•11 min
In this episode, we discuss that some companies aren't experiencing any labor issues, Facebook's change to being called Meta and the potential in the metaverse, and the long-term impact of the iOS changes.
Nov 02, 2021•13 min•Season 1Ep. 38
In this episode, we discuss the worst of the semi-conductor industry being behind us, the impact of iOS changes on the ad industry and companies like Snap, and the key milestone that Tesla hit. This episode is based on our newsletter which you can find here Show Notes: 00:00:00 Introduction 00:00:32 Companies posting record Q3 performance 00:02:02 iOS changes are upending digital advertising 00:07:02 The worst of the semiconductor shortage is behind us 00:08:08 Strong resurgence in offshore rigg...
Oct 26, 2021•12 min•Season 1Ep. 37
Episode Summary: In this episode, we discuss the strong start to the Q3 earnings season last week as the big banks reported. The episode is based on yesterdays’ newsletter which is available here . A transcript of this podcast, with relevant images and quotes, is available, for subscribers only, on our website. Show Notes: 00:00:00 Introduction 00:00:17 Strong GDP growth despite inflation 00:01:54 Supply chain issues have dwarfed demand recovery 00:03:25 Inflation hitting small businesses dispro...
Oct 20, 2021•14 min•Season 1Ep. 36
Welcome to Episode 34 of The Transcript Podcast where we discuss the implications of the tight supply chains on holiday shopping, the ratcheting inflation worries, and what companies are thinking about working from home.
Oct 05, 2021•12 min
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. Show Notes: 00:00:00 Introduction 00:00:13 The Delta effect was shortlived 00:00:32 The Fed will taper at the next meeting 00:03:11 Inflation likely to stretch into 2022 00:04:45 Tight debt markets for commercial real estate 00:06:43 Potential headwinds in the movie and theatre industry 00:10:18 Some nuggets...
Sep 28, 2021•12 min
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.
Sep 21, 2021•9 min
In this episode, we discuss the downshift in economic data in August, the still tight supply chains, and Amazon's battle with Visa on credit cards surcharges. Show Notes: 00:00:00 Introduction 00:00:15 There’s a downshift in the economy 00:04:54 Supply chain bottlenecks might persist into the holiday season 00:06:38 Ford is pumped up for the EV revolution 00:08:05 Off-the-shelf solutions making cybercrime less sophisticated 00:09:18 Amazon surcharges on credit card purchases...
Sep 14, 2021•12 min
In this episode of The Transcript Podcast, we discuss the worsening supply chain situation, the regulatory actions in China, and the persistent labor issues that may be resolved soon. Show Notes: 00:00:00 Introduction 00:00:12 Labor issues easing with the end of unemployment benefits 00:01:37 Cost inflation higher than companies expected 00:02:20 Some tapering likely this year 00:03:06 Chinese governments restricts kids’ time online 00:05:39 Still no signs of supply chains improving 00:07:55 Tra...
Aug 31, 2021•11 min
In this episode, we discuss the dampening effects of the Delta variant, the strong start to back-to-school, and the metaverse/omniverse that is getting companies excited. Show Notes: 00:00:00 Introduction 00:00:15 Marginal dampening from the Delta variant 00:01:34 Covid vaccine booster shots needed 00:03:48 No one wants lockdowns again 00:05:18 People are looking forward to back-to-school. 00:06:36 Regulations in China and the effect on tech companies 00:08:31 The metaverse/omniverse is coming 0...
Aug 24, 2021•13 min
Welcome to Episode 29 of The Transcript Podcast. This is a special episode as it is a recording of a Twitter Spaces conversation we held on Friday, 13th August with two special guests. In this episode, we discuss the key themes that we took note of in Q2 2021. The episode is brought to you in partnership with Quartr and Koyfin .
Aug 17, 2021•46 min•Season 1Ep. 29
In this episode, we discuss we discuss how the delta variant is dampening the summer euphoria, what companies are seeing in June/July data, and our Q2 review on Twitter Spaces this Friday. The episode is based on yesterdays’ newsletter which is available on Substack . Show Notes: 00:00:00 Introduction 00:00:15 Delta variant slowing summer euphoria 00:01:17 June-July data from companies is positive 00:02:26 Push back on return to office 00:02:51 Seasonality and inflation may cause headwinds 00:03...
Aug 10, 2021•8 min•Season 1Ep. 28
In this episode, we cover the robust earnings we are seeing from companies, perspectives on inflation especially labor-related inflation, and developments in the auto industry. Show Notes: 00:00:00 Introduction 00:00:57 Robust earnings are beating expectations 00:01:52 Labor market still tight but improving 00:02:36 Inflation is being borne by consumers 00:04:06 Delta variant spreads but life goes on 00:06:04 Public sentiment towards EVs at inflection point 00:06:44 Driverless cars are here and ...
Aug 03, 2021•12 min•Season 1Ep. 27
In this episode, we discuss the challenges companies are having in hiring, the worries around the Delta variant and the inflection in business travel Show Notes: 00:00:00 Introduction 00:00:13 Delta variant threat to the unvaccinated 00:01:41 It's a workers’ market 00:04:30 Supply chains constraints still driving inflation 00:05:37 Emerging market vaccine manufacturing ramping up 00:06:44 Changing dynamics of M&A markets 00:07:18 Unicorns are their own asset class 00:07:58 Business travel is...
Jul 27, 2021•10 min•Season 1Ep. 26
In this episode, we discuss how the largest US banks are doing, continued discussions around inflation, and the Delta variant that is beginning to get the attention of the C-suite. Show Notes: 00:00:00 Introduction 00:00:40 Strong economy but supply chain bottlenecks persist 00:01:21 The Fed and Treasury insist the inflation is transitory 00:03:22 Delta variant might slow down the party 00:05:17 Banks are doing very well 00:06:33 Bank CEOs really want people back in the office...
Jul 20, 2021•9 min•Season 1Ep. 25
In this episode, we preview the earnings season that unofficially kicks off this week and look back at some of the key themes we have been observing so far. Show Notes: 00:00:00 Introduction 00:00:15 Back to school anticipation 00:04:38 Earnings season coming up 00:05:39 All eyes on the supply chain 00:07:39 Strong quarters for banks expected
Jul 13, 2021•11 min•Season 1Ep. 24
In this episode, we discuss the tight supply chains, global progress in vaccinations and reopenings, and the state of the housing market. The episode is based on yesterdays’ newsletter which is available on Substack . Show Notes: 00:00:00 Introduction 00:00:19 Supply chains are consistently inconsistent 00:01:57 Inflection point for lumber and used cars 00:02:01 Green shoots expected in supply chain in coming weeks 00:02:55 Global volume trade back to pre-pandemic levels 00:05:04 90-day lag betw...
Jun 29, 2021•10 min•Season 1Ep. 23
