The Transcript

Episode 102: Slow Deterioration Continues


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In this episode, we discuss the recent developments in the banking industry with the demise of First Republic and some key takeaways from big tech earnings calls. 

Show Notes

00:00:00   Introduction

00:00:08   Softening Trends

00:01:23   The Impact of the End of First Republic

00:04:46   What will the Fed Do?

00:06:55   Price-Driven Growth

00:08:38   TakeAways from Tech Earnings

00:11:15   Conclusion

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The TranscriptBy Scott Krisiloff and Erick Mokaya

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