The Transcript | Substack

The Transcript Podcast

We discuss key themes and thoughts from earnings calls

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Q3 Earnings Season Begins Listen now | Episode 36

Oct 20

Not Letting Up Listen now (12 min) | Episode 35

Oct 5

Tapering Time Listen now (12 min) | Episode 34

Sep 28

Strength in September Listen now (8 min) | Episode 33

Sep 21

Supply Chains Worsening Listen now (10 min) | Episode 31

Aug 31

The dampening effects of Delta Listen now (12 min) | Episode 30

Aug 24

Q2 21 in Review Listen now (46 min) | We discuss the key themes that we took note of in Q2 2021

Aug 19

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