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Off We Go!
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Off We Go!

Episode 66
The Transcript
Jul 19, 2022
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Episode Summary:

IThis week's episode is all about key takeaways from banks' Q2 earnings, the state of the semiconductor industry, and Elon Musk vs Twitter.

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

The Transcript
Q2 22 Earnings Season Begins!
Succinct Summary: Welcome to the Q2 2022 earnings season. The big US banks kicked off the season last week. Of those that have reported, economic data doesn’t seem to suggest a recession is in the offing. That said, banks are being cautious with some even cutting off buybacks to shore up capital and, in essence, battening up the hatches. Despite this, c…
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The Transcript Podcast
We discuss key themes and thoughts from earnings calls
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