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The Transcript Podcast
We discuss key themes and thoughts from earnings calls
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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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Summer of Travel Ahead
Listen now | Episode 57
The Transcript
May 3
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Summer of Travel Ahead
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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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Netflix Earnings Miss Special
Listen now | Putting Netflix's Q1 2022 subscriber loss in context
The Transcript
Apr 20
10
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Netflix Earnings Miss Special
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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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Travel Bounces Back
Listen now | Episode 54
The Transcript
Mar 22
1
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Travel Bounces Back
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Structural not Transitory
Listen now | Episode 53
Erick Mokaya
Mar 17
8
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Structural not Transitory
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