Welcome to Episode 77 of the Transcript Podcast. In this episode, we discuss signs that consumer spending may be softening, the hope that inflation may start to slow soon, and the signs of heavy stress in the financial system. We also preview the Q3 earnings season as banks kick off the season this Friday.

A transcript of this podcast, with relevant images and quotes, is available for all subscribers today just below the show notes. The episode is based on yesterday's newsletter which is available on Substack.

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Show Notes

00:00:00 Introduction

00:00:08 Softening Demand? 

00:01:13 Hoping for Inflation to Calm Down

00:02:47 Will the Fed Just Stop!

00:04:23 The Strong Dollar & Rising Geopolitical Risks

00:09:23 Metaverse vs AR

00:10:34 Earnings Season Preview

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit thetranscript.substack.com/subscribe