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The Transcript Q1 2022 Letter
What we learned from the Q1 2022 earnings calls
The Transcript
12 hr ago
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What's Next for Markets?
Listen now | Episode 58
The Transcript
May 10
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What's Next for Markets?
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End of an Era?
Forecasters are bracing for the end of the low-interest rate era
The Transcript
May 9
2
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End of an Era?
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Summer of Travel Ahead
Listen now | Episode 57
The Transcript
May 3
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Summer of Travel Ahead
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Inflation Peaking?
Companies are concerned about the extraordinary level of inflation
The Transcript
May 2
3
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Inflation Peaking?
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Netflix Vs HBO
Listen now | Episode 56
The Transcript
Apr 26
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Netflix Vs HBO
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Marching Towards Neutral
Despite the inflation, The Fed hopes to get back to a neutral rate by year end
The Transcript
Apr 25
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Netflix Earnings Miss Special
Listen now | Putting Netflix's Q1 2022 subscriber loss in context
The Transcript
Apr 20
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Let the earnings season begin!
Big Banks kick off the Q1 2022 earnings season
Erick Mokaya
Apr 18
2
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Let the earnings season begin!
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An Out-of-Touch Fed?
Listen now | Episode 55
The Transcript
Apr 5
9
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An Out-of-Touch Fed?
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Let Them Play Munis
History suggests that rising rates lead to recessions
The Transcript
Apr 4
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Inflation Running Hot
But employment is more important to the economy than inflation
The Transcript
Mar 28
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Inflation Running Hot
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