Sitemap - 2022 - The Transcript

2022: Year in Review

Half Full, Half Empty

No Question About It

Sufficiently Restrictive?

Q3 Earnings Review with Ensemble Capital

The Transcript Q3 2022 Letter

The Meta U-Turn

Cutting Back on Ad Spend

Staying the Course

Hanging Out With The Compound & Friends

Takeaways from Tech Earnings

Slowing Rate Increases

Takeaways from Banks' Q3 22 Earnings

Deteriorating Corporate Confidence

Battening Down The Hatches

Behind the Curve

Consumer Spending Softening?

Does the Fed Have our Back?

Powell Wants Positive Real Rates

No Painless Way to do This

The State of The Consumer

Slowdown or Shifting Demand?

Alex Karp and Stan Druckenmiller

The Flexibility to be Aggressive

Q2 22 In Review

The Transcript Q2 2022 Letter

Acting with Force

Until the Job is Done

Takeaways from Retail Earnings

The Semiconductor Industry

Cost Pressures Falling

Optimism Prevails

What is a Recession?

What’s Priced In?

Tech Earnings Week

Can't See No Recession Yet

Banks' Q2 22 Earnings

Q2 22 Earnings Season Begins!

Q2 22 Earnings Season Preview

Inflation Fighters

Softening Demand?

Uptick in Delinquency Rates

Don’t Stop us Now

Quotes from Seth Klarman Interview

Faster Rates Increases Needed?

Inflation Still Raging

Mark Cuban Responds

A Hurricane is Coming!

Q1 2022 In Review

Inventory Overhang

Don’t Doubt the Fed

Twitter Spaces Invitation

The Transcript Q1 2022 Letter

What's Next for Markets?

Summer of Travel Ahead

Inflation Peaking?

Marching Towards Neutral

Netflix Earnings Miss Special

Let the earnings season begin!

An Out-of-Touch Fed?

Let Them Play Munis

Inflation Running Hot

Travel Bounces Back

We Have Lift-Off

Structural not Transitory

All Eyes on Ukraine

A More Troubled World

Q4 2021 in Review

The Transcript Q4 2021 Letter

Subscription Fatigue

Above-Trend Inflation

Geopolitical Tensions

Fighting a Forest Fire with a Water Pistol

#TheTikTokChallenge

How the Meta Has Fallen

It's Inevitable

Spending Still Strong

New Year, Same Issues

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