Sitemap - 2024 - The Transcript

2024 in Review

The Most Wonderful Time of the Year

Animal Spirits

Confidence High

NVIDIA Reports

The Transcript Editor's Commentary

Confidence Rebounding

The Transcript Editor's Commentary

A Busy Week

Counting on Cuts

The Transcript Editor's Commentary

Pretty Stable

The Transcript Editor's Commentary

Getting to the Fun Part

The Transcript Editor's Commentary

Not Much has Changed

The Transcript Editor's Commentary

Not in a Hurry

The Transcript Editor's Commentary

Sunny Side Up

The Transcript Editor's Commentary

A Strong Move

The Transcript Editor's Commentary

Pretty Good Shape

The Transcript Editor's Commentary

Fed to the Rescue

The Transcript Editor's Commentary

Reaching the Limit

The Transcript Editor's Commentary

The Time Has Come

The Transcript Editor's Commentary

Slow or Steady?

The Transcript Commentary

The Elephant in the Room

The Transcript Commentary

Discriminating Consumers

Champagne Wishes and French Fry Dreams

No Cause for Celebration

The Transcript Commentary

Slow but Steady

The Transcript Commentary

Clear Signs of Softening

Two-Sided Risk

The Transcript 2Q24 Letter

Half Full or Half Empty?

Slower Growth

Spending but Sweating

Working as Designed

Healthy and Resilient

Less Sticky?

Center Stage

Not Satisfied

Pretty Darn Strong

Softer Spend Environment

Growth Has Slowed

Done with the Noise

Likely Peak

Stickier than Expected

Well Above Neutral

In Good Shape

Still Strong

Doing Pretty Well

Subprime Signals

Positive Outlook

Meta Joins the Dividend Club

Dialing Back Restraint

The Soft Landing Consensus

Solid Start

Running Ahead

Soft Landing

Somewhat Slower than Anticipated