Apr 26 • 13M

Netflix Vs HBO

Episode 56

This episode is for paid subscribers
Welcome to The Transcript Podcast where we highlight and discuss key thoughts, ideas, and themes we picked from our reading of transcripts from earnings calls.
Episode details

Welcome to Episode 56 of The Transcript Podcast

Episode Summary:

In this episode, the Fed's tightening trajectory amidst talk of a recession, the slowdown in venture capital investments, IPOs, and later-stage private investments in Q1, and Netflix's move to offer ad-based tiers.


The episode is based on yesterday's newsletter which is available on Substack.

The Transcript
Marching Towards Neutral
Succinct Summary: Inflation pressures continue to persist and aren’t showing signs of relief. The Fed is getting more aggressive and signaled that it plans to raise rates by 50 bps at a time. However, the Fed seems to have a zero-tolerance policy for recession and so they are still relatively dovish in tone even despite hawkish actions. As a result, desp…
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A transcript of this podcast, with relevant images and quotes, is available for subscribers only after the show notes below.

Show Notes

00:00:00 Introduction

00:00:00 The Fed’s stance is still incredibly dovish

00:03:39 VC investment, IPO, later-stage investments slowed down

00:05:35 Ad-based tiers could be coming to Netflix

00:10:27 Housing market at an inflection point

00:12:11 Twitter goes private

Episode Transcript

This episode is for paid subscribers