The Podcast
We cover the latest from the travel and leisure industry, the economics of the food delivery market, and musings from the latest Berkshire Hathaway Annual Report.
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The Podcast
In this episode of The Transcript Podcast, we cover the rising optimism that the second half of 2021 will be better, the high e-commerce ambitions of Walmart, and the new form of internet identification that is UID 2.0.
The Podcast
In this episode of The Transcript Podcast, we cover the semiconductor supply issues that automakers are facing , why policymakers don’t seem bothered by rising inflation expectations and the reshuffling in the housing market..
The Podcast
In this episode of The Transcript Podcast, we cover the supply chain constraints that many manufacturers are facing, the explosive growth in gaming, and the worries surrounding the impact of Apple’s iOS 14 IDFA privacy changes.
The Podcast
In this episode of The Transcript Podcast, we cover the market madness that prevailed in the past week, the pockets of inflationary pressures brought about by bottlenecks in the supply chain, and the record earnings from big tech that flew under the radar
The Podcast
In this episode of The Transcript Podcast, we cover the new US administration’s intentions on stimulus and taxes, trends in telehealth, the proliferation of SPACs, and heightened margin trading by retail traders.
The Podcast
In this episode of The Transcript Podcast, we cover the rollout of vaccinations, the release of reserves by banks, and the heightened awareness by management teams on cybersecurity.
The Podcast
Welcome to The Transcript Podcast where we highlight and discuss key thoughts, ideas, and themes we picked from our reading of transcripts from earnings calls. In this episode, we introduce this new project, explore key quotes from 2020, and examine what we are looking forward to in the upcoming earnings season.