The Transcript Podcast Episode 36

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 disproportionately

00:07:34 Surge in energy prices

00:08:19 Tightness in the labor market persists

00:10:03 Squid Game global euphoria

00:12:59 Banks loosening credit in commercial real estate