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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.
A podcast about how trans people are remaking the world.
Audio about Digital Asset Management
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Farsi.pro - Persian Podcast with Transcript for Farsi Learners
You will learn a lot about Persian language, culture, new vocabs, real life spoken Farsi, etc.
Matty is 16. He came out as trans in 2021. Shortly after, he started recording conversations with his Mum and then with other trans folx about their lives and lived experiences. TRANScripts The Podcast is the result.
Zen Dharma Talks by Dainin Katagiri Roshi, transcribed and read by Kikan Michael Howard. Dainin Katagiri Roshi was one of the prominent Zen masters who brought Soto Zen Buddhism from Japan to America. Audio recordings of his talks, recorded from 1979 to 1989, are made available by Minnesota Zen Meditation Center, but since he was a non-native speaker and the recording quality varied, he can be difficult to understand. Here these talks are carefully transcribed and read by second-generation s ...
Market research in healthcare is overdue for a change. When we review the transcripts from patients and healthcare professionals, we are looking at the words, but lacking the clues behind how they were said. Without the tone, rate, inflection, even pauses, we lose too much value in transcription. This new podcast from inVibe Labs explores topics around the hidden insights within the acoustic signals of what we say, how we say it, and the deeper meanings and emotions; all critical clues about ...
In this week's episode, we discuss key takeaways from the Fed press conference, how companies are preparing for a recession and the big tech earnings.Bởi Scott Krisiloff and Erick Mokaya
In this week's episode, we cover that CEOs not seeing a downturn as imminent from their data, the challenging ad environment for Snapchat, earnings not as bad as expected for Netflix, and look at the week ahead in tech earnings.Bởi Scott Krisiloff and Erick Mokaya
In the special episode, we host former hedge fund manager Marc Rubinstein to discuss the key takeaways from Banks' Q2 22 earnings calls. Marc is the author of Net Interest and writes for Bloomberg Opinion. He covers financial sector themes. Show Notes: 00:00:00 Introduction 00:01:30 What Happens During Earnings Season? 00:04:25 The US Banking Indus…
Summary: This week's episode is all about key takeaways from banks' Q2 earnings, the state of the semiconductor industry, and Elon Musk vs TwitterBởi Scott Krisiloff and Erick Mokaya
In this episode, we are joined by special guest Sam Ro to discuss key takeaways from our newsletter this week and to preview Q2 earnings season that starts this week,Bởi Scott Krisiloff and Erick Mokaya
In this episode, we discuss the fed call, whether demand is really softening and Facebook taking on Tiktok. Show Notes 00:00:00 Introduction 00:00:15 Demand Softening? 00:02:27 The Fed Call 00:04:30 Brakes on the Housing Market 00:06:20 A Lot of Talk about Oil 00:08:11 Facebook Takes on Tiktok 00:12:37 Conclusion…
In this episode, we discuss takeaways from the Fed press conference last week, the slight uptick in delinquency rates, and the emerging opportunities in restructurings.Bởi Scott Krisiloff and Erick Mokaya
In this episode, we cover the strong inflation numbers, the fear that the strong consumer balance sheets might not hold for long, and the impact of declining valuations on employee motivations and retention.Bởi Scott Krisiloff and Erick Mokaya
In this week's episode, we discuss the recession fears amidst the strong consumer spending, the signs of moderation on housing, and our tweet that got a response from Mark Cuban.Bởi Scott Krisiloff and Erick Mokaya
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The Transcript Podcast Episode 60: Q1 22 In Review
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Welcome to Episode 60 of The Transcript Podcast where we discuss the key themes and takeaways from the Q1 2022 earnings calls. This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 18th May with our guests: Sam Ro of Tker.co Alex Morris of The Science of Hitting Mostly Borrowed Ideas of MBI Deep Dives Show …
In this episode, we cover the state of private markets and the tough times that retailers are having.Bởi Scott Krisiloff and Erick Mokaya
In this episode, we discuss the end of an era in markets as valuations decline steeply, the latest and planned fed hikes, and the situation in China as regards covid. Show Notes [00:00:00] Introduction [00:00:08] The End of an Era [00:04:15] The Fed willing to Take More Pain [00:07:27] Covid in China [00:09:34] TakeAways from Tech [00:11:20] Modera…
In this episode, we cover big tech earnings, observations on inflation peaking and the uptick in travel. Show Notes: 00:00:00: Introduction 00:00:10: Inflation is peaking 00:01:13: Travel is Bouncing Back 00:03:46: Consumer Responses to Price Increases 00:04:46: Facebook Facing HeadWinds 00:07:13: Google Doing Well 00:10:29: Buffett’s Musings…
In this episode, the Fed's tightening trajectory amidst talk of a recession, the slowdown in venture capital investments, IPOs, and later-stage private investments in Q1, and Netflix's move to offer ad-based tiers. Show Notes: 00:00:00 Introduction 00:00:00 The Fed’s stance still incredibly dovish 00:03:39 VC investment, IPO, later stage investment…
In this episode, we discuss if the fed is out of touch in terms of inflation, AVOD vs SVOD in streaming, and reflections from Google's former CEO Eric Schmidt.Bởi Scott Krisiloff and Erick Mokaya
In this episode, we cover the rise in interest rates by the Fed, China's rising covid cases, and airlines projecting strong revenues on the back of strong travel demand. Show Notes: 00:00:00 Introduction 00:00:10 The Fed raised interest rates by 0.25% 00:03:33 Rising covid cases in China 00:04:28 Bank of Japan will not be raining interest rates 00:…
In this episode, we discuss the impact of the Russia-Ukraine war on inflation which has shifted from transitory to structural and the hints of a potential recession.Bởi Scott Krisiloff and Erick Mokaya
In this episode, we discuss the global worries on energy and food supplies that surround Russia’s invasion of Ukraine. We also cover subscription fatigue alongside Disney’s planned launch of an ad-supported subscription. Show Notes: 00:00:00 Introduction 00:00:11 Supply chain effects from Russia-Ukraine war 00:03:55 Soaring energy prices and search…
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The Transcript Podcast Episode 51: Reviewing Q4 2021
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Welcome to Episode 51 of The Transcript Podcast. This is a special episode of a recording of a Twitter Spaces conversation we held on Thursday, 24th February with Sam Ro as our special guest. In this episode, we discuss the key themes that we took note of in Q4 2021 earnings calls.Bởi Scott Krisiloff and Erick Mokaya
In this episode, we cover subscription fatigue, companies becoming aggressive in increasing prices, and rising geopolitical risks. Show Notes: 00:00:00 Introduction 00:00:27 More price increases might be on the way 00:02:36 All eyes on the Ukraine-Russia tension 00:08:05 Growing subscription fatigue 00:10:50 High demand for coal in China…
In this episode, we discuss margin compression, rising geopolitical tensions, Dinsey turning 100, and Cloudflare earnings. Show Notes: 00:00:00 Introduction 00:00:09 Strong economy still, despite volatile capital markets 00:01:46 Life is slowly getting back to normal 00:02:29 Margin compression expected in the first half of the year 00:04:26 Eyes o…
In this episode, we discuss the challenges Meta/Facebook is facing from Tiktok, the commodity prices that seem to be peaking, and the promising energy sector.Bởi Scott Krisiloff and Erick Mokaya
In the episode this week, we discuss our notes from the Fed meeting this week, tech earnings, and Blackstone's observations on private markets. Show Notes: 00:00:00 Introduction 00:00:11 Rate hike pushed to March 00:04:55 Inflation is a worry around the world 00:07:34 A lot of investment going into real estate 00:09:30 Big tech thriving despite sup…
In this episode, we discuss the inevitable rate hikes ahead, investor worries about the impact of inflation and hikes, and Netflix's growth challenge Show Notes: 00:00:00 Introduction 00:00:10 Rate hikes are on the way 00:02:36 Companies are a little worried about inflation 00:05:36 Netflix growth has slowed down 00:08:33 VC activity has slowed dow…
In the first episode of the year, we cover the omicron impact on the economy, on supply chains, and on staffing.Bởi Scott Krisiloff and Erick Mokaya
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Transcript – Another DAM Podcast
Jennifer Anna discusses Digital Asset Management on Another DAM Podcast with Henrik de Gyor Continue reading →Bởi Henrik de Gyor
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Farsi.pro - Persian Podcast with Transcript for Farsi Learners
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Persian Podcast with Transcript, Topic: New Year 2022 in Iran
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در این اپیزود که اولین اپیزود منه میخوام راجع به «سال نویِ میلادی در ایران» و پیامهای تبریک سال نو براتون صحبت کنم.
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The Transcript Podcast Episode 44: 2021 in Review
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In this episode, we review the key themes we saw in 2021. Show Notes: 00:00:00 Introduction 00:00:35 Vaccination paved way for economies to reopen 00:01:42 The Fed was behind the curve inflation 00:02:55 Tapering has began 00:04:33 There is slight easing of the supply chains 00:05:00 2021 was the year of the consumer 00:06:51 Meme stocks and specul…
In this week's episode, we discuss bank CEOs' thoughts on inflation, the 2022 economic outlook, and the Fed's actions.Bởi Scott Krisiloff and Erick Mokaya
In this episode, we cover the changing Fed tune, that supply chains may be easing slightly and the headwinds consumers face going into 2022. Show Notes: 00:00:00 Introduction 00:00:08 The Fed has changed their tone on inflation 00:00:43 Low-income families have cut down on shopping 00:01:37 Omicron variant and its effect on the economy still unknow…
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The Transcript Podcast Episode 41: Reviewing Q3 2021
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Welcome to Episode 41 of The Transcript Podcast. This is a special episode of a recording of a Twitter Spaces conversation we held on Friday, 19th November with two special guests, Sam Ro and Alex Morris. In this episode, we discuss the key themes that we took note of in Q3 2021.Bởi Scott Krisiloff and Erick Mokaya
In this episode, we cover Unified ID 2.0, the challenging labor market, and AMC becoming a crypto company. Show Notes: 00:00:00 Introduction 00:00:11 Stong global economy despite supply chain issues and inflation 00:00:45 Lots of job offers, very few takers 00:05:15 Crypto is growing at the same rate internet did 00:07:19 Very rapid adoption of web…
In this episode, we discuss the Fed's tapering and desire to raise rates soon, the signs of normalization from various consumer trends, and fusion energy as a way to power our future energy needs.Bởi Scott Krisiloff and Erick Mokaya
In this episode, we discuss that some companies aren't experiencing any labor issues, Facebook's change to being called Meta and the potential in the metaverse, and the long-term impact of the iOS changes.Bởi Scott Krisiloff and Erick Mokaya
In this episode, we discuss the worst of the semi-conductor industry being behind us, the impact of iOS changes on the ad industry and companies like Snap, and the key milestone that Tesla hit. This episode is based on our newsletter which you can find here Show Notes: 00:00:00 Introduction 00:00:32 Companies posting record Q3 performance 00:02:02 …
Hi, and welcome back to Transcripts. We’ve taken a brief hiatus-- ok, a LONG hiatus-- and now we’re back with a new model. We’re excited to be changing up the format and hopefully making this space an accessible and creative feed for trans creators in audio! But first, we’re bringing you a special piece from our friends at KCRW’s Bodies podcast. It…
Episode Summary: In this episode, we discuss the strong start to the Q3 earnings season last week as the big banks reported. The episode is based on yesterdays’ newsletter which is available here. A transcript of this podcast, with relevant images and quotes, is available, for subscribers only, on our website. Show Notes: 00:00:00 Introduction 00:0…
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Transcript – Another DAM Podcast
Susan Wamsley discusses Digital Asset Management on Another DAM Podcast Continue reading →Bởi Henrik de Gyor
Welcome to Episode 34 of The Transcript Podcast where we discuss the implications of the tight supply chains on holiday shopping, the ratcheting inflation worries, and what companies are thinking about working from home.Bởi Scott Krisiloff and Erick Mokaya
Welcome to Episode 34 of The Transcript Podcast where we discuss the Fed's intention to taper, retailers restricting purchases of certain items, and some nuggets of wisdom from our readings. Show Notes: 00:00:00 Introduction 00:00:13 The Delta effect was shortlived 00:00:32 The Fed will taper at the next meeting 00:03:11 Inflation likely to stretch…
Welcome to Episode 33 of The Transcript Podcast where we discuss the strong September data, the slowdown in China, and the balancing out in the housing markets.Bởi Scott Krisiloff and Erick Mokaya
In this episode, we discuss the downshift in economic data in August, the still tight supply chains, and Amazon's battle with Visa on credit cards surcharges. Show Notes: 00:00:00 Introduction 00:00:15 There’s a downshift in the economy 00:04:54 Supply chain bottlenecks might persist into the holiday season 00:06:38 Ford is pumped up for the EV rev…
In this episode of The Transcript Podcast, we discuss the worsening supply chain situation, the regulatory actions in China, and the persistent labor issues that may be resolved soon. Show Notes: 00:00:00 Introduction 00:00:12 Labor issues easing with the end of unemployment benefits 00:01:37 Cost inflation higher than companies expected 00:02:20 S…
In this episode, we discuss the dampening effects of the Delta variant, the strong start to back-to-school, and the metaverse/omniverse that is getting companies excited. Show Notes: 00:00:00 Introduction 00:00:15 Marginal dampening from the Delta variant 00:01:34 Covid vaccine booster shots needed 00:03:48 No one wants lockdowns again 00:05:18 Peo…
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The Transcript Podcast Episode 29: Reviewing Q2
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Welcome to Episode 29 of The Transcript Podcast. This is a special episode as it is a recording of a Twitter Spaces conversation we held on Friday, 13th August with two special guests. In this episode, we discuss the key themes that we took note of in Q2 2021. The episode is brought to you in partnership with Quartr and Koyfin.…
In this episode, we discuss we discuss how the delta variant is dampening the summer euphoria, what companies are seeing in June/July data, and our Q2 review on Twitter Spaces this Friday. The episode is based on yesterdays’ newsletter which is available on Substack. Show Notes: 00:00:00 Introduction 00:00:15 Delta variant slowing summer euphoria 0…
In this episode, we cover the robust earnings we are seeing from companies, perspectives on inflation especially labor-related inflation, and developments in the auto industry. Show Notes: 00:00:00 Introduction 00:00:57 Robust earnings are beating expectations 00:01:52 Labor market still tight but improving 00:02:36 Inflation is being borne by cons…
In this episode, we discuss the challenges companies are having in hiring, the worries around the Delta variant and the inflection in business travel Show Notes: 00:00:00 Introduction 00:00:13 Delta variant threat to the unvaccinated 00:01:41 It's a workers’ market 00:04:30 Supply chains constraints still driving inflation 00:05:37 Emerging market …
In this episode, we discuss how the largest US banks are doing, continued discussions around inflation, and the Delta variant that is beginning to get the attention of the C-suite. Show Notes: 00:00:00 Introduction 00:00:40 Strong economy but supply chain bottlenecks persist 00:01:21 The Fed and Treasury insist the inflation is transitory 00:03:22 …
In this episode, we preview the earnings season that unofficially kicks off this week and look back at some of the key themes we have been observing so far. Show Notes: 00:00:00 Introduction 00:00:15 Back to school anticipation 00:04:38 Earnings season coming up 00:05:39 All eyes on the supply chain 00:07:39 Strong quarters for banks expected…
