The Transcript | Substack

The Transcript Podcast

We discuss key themes and thoughts from earnings calls

New Top Community

What's Next for Markets?Listen now | Episode 58

May 10

Summer of Travel Ahead Listen now | Episode 57

May 3

Netflix Vs HBO Listen now | Episode 56

Apr 26

Netflix Earnings Miss Special Listen now | Putting Netflix's Q1 2022 subscriber loss in context

Apr 20

An Out-of-Touch Fed? Listen now | Episode 55

Apr 5

Travel Bounces Back Listen now | Episode 54

Mar 22

Structural not Transitory Listen now | Episode 53

Mar 17

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