The Transcript
Subscribe
Sign in
Home
The Transcript Podcast
Archive
About
Share this publication
The Transcript
thetranscript.substack.com
Copy link
Twitter
Facebook
Email
Hundreds of paid subscribers
Subscribe
Login
About
Archive
Top posts
About
Archive
Authors
Login
Let me read it first
Uptick in Delinquency Rates
Listen now | Episode 33
The Transcript
8
Share this post
Uptick in Delinquency Rates
thetranscript.substack.com
Copy link
Twitter
Facebook
Email
New
Top
Community
Don’t Stop us Now
Consumers have been having such a good time
The Transcript
Jun 21
1
Share this post
Don’t Stop us Now
thetranscript.substack.com
Copy link
Twitter
Facebook
Email
Quotes from Seth Klarman Interview
Selected Quotes from Interview with the Legendary Investor
The Transcript
Jun 19
19
1
Share this post
Quotes from Seth Klarman Interview
thetranscript.substack.com
Copy link
Twitter
Facebook
Email
Faster Rates Increases Needed?
Listen now | Episode 62
The Transcript
Jun 14
1
Share this post
Faster Rates Increases Needed?
thetranscript.substack.com
Copy link
Twitter
Facebook
Email
Inflation Still Raging
Inflation expectations remain persistent and high
The Transcript
Jun 13
3
Share this post
Inflation Still Raging
thetranscript.substack.com
Copy link
Twitter
Facebook
Email
Mark Cuban Responds
Listen now | Episode 61
The Transcript
Jun 7
11
Share this post
Mark Cuban Responds
thetranscript.substack.com
Copy link
Twitter
Facebook
Email
A Hurricane is Coming!
The financial sector is sending alarm bells about the economy
The Transcript
Jun 6
2
Share this post
A Hurricane is Coming!
thetranscript.substack.com
Copy link
Twitter
Facebook
Email
Q1 2022 In Review
Listen now | We are joined by special guests to discuss what we learned in the Q1 2022 earnings calls
The Transcript
May 25
14
Share this post
Q1 2022 In Review
thetranscript.substack.com
Copy link
Twitter
Facebook
Email
See all
Recommendations
View all 13
The Variant Perception Blog
VP Research
Off to Lunch
Graham Ruddick
MT Capital Research
MT_Capital
The Sleepwell Strategy
Sleepwell
TSOH Investment Research Service
The Science of Hitting
The Transcript
Subscribe
About
Archive
Authors
Recommendations
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts