The Transcript Podcast

We discuss key themes and thoughts from earnings calls

What's Next for Markets?Listen now | Episode 58
Summer of Travel AheadListen now | Episode 57
Netflix Vs HBOListen now | Episode 56
Netflix Earnings Miss SpecialListen now | Putting Netflix's Q1 2022 subscriber loss in context
An Out-of-Touch Fed? Listen now | Episode 55
Travel Bounces BackListen now | Episode 54
Structural not TransitoryListen now | Episode 53
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