The Transcript Podcast Episode 89

In our first episode of the earnings season, we discuss our key takeaways from the big banks that reported including takes on credit quality, the possibility of a hurricane coming and the state of the consumer. 

Show Notes

00:00:00   Introduction

00:00:07   Big Banks Report

00:01:01   5% is the Place to Be

00:01:56   Consumer Dipping into Savings and Credit

00:03:05   No hurricane

00:04:04   Dollar Down

00:05:41   Search for Yield

00:06:59   The State of Semis and Auto

00:08:50   Conclusion