Share this postThe TranscriptUnified ID 2.0Copy linkFacebookEmailNotesMoreThe Transcript PodcastUnified ID 2.00:00Current time: 0:00 / Total time: -12:30-12:30Paid episodeThe full episode is only available to paid subscribers of The TranscriptSubscribe to listenUnified ID 2.0Episode 40Erick MokayaNov 16, 2021∙ Paid2Share this postThe TranscriptUnified ID 2.0Copy linkFacebookEmailNotesMoreShareWelcome to Episode 40 of The Transcript PodcastListen to this episode with a 7-day free trialSubscribe to The Transcript to listen to this post and get 7 days of free access to the full post archives.Start trialAlready a paid subscriber? Sign inThe Transcript PodcastWe discuss key themes and thoughts from earnings callsWe discuss key themes and thoughts from earnings callsSubscribeListen onSubstack AppRSS FeedAppears in episodeErick MokayaRecent EpisodesSubprime SignalsFeb 14 • The TranscriptMeta Joins the Dividend ClubFeb 6 • The TranscriptThe Soft Landing ConsensusJan 31 • The TranscriptConsumer Spending Still StrongDec 12, 2023 • The TranscriptSoftening TrendsOct 31, 2023 • The TranscriptIt's Nvidia's WorldAug 29, 2023 • The TranscriptThe Taylor Swift BoostAug 8, 2023 • The TranscriptQ2 23 Earnings Season BeginsJul 25, 2023 • The Transcript