In this episode, we discuss last week's statements by Fed governors, the still-strong consumer spending and the hype around AI.  00:00:00   Introduction00:00:08   Waiting for Data00:01:38   Consumer Spending Still Strong00:02:10   Slowing Retail Comps00:03:38   The State of the Energy and Materials Markets00:05:26   Back to 1990s?00:10:39   Conclusion

In this episode, we discuss last week's statements by Fed governors, the still-strong consumer spending and the hype around AI. 00:00:00 Introduction 00:00:08 Waiting for Data 00:01:38 Consumer Spending Still Strong 00:02:10 Slowing Retail Comps 00:03:38 The State of the Energy and Materials Markets 00:05:26 Back to 1990s? 00:10:39 Conclusion

In this episode, we discuss last week's statements by Fed governors, the still-strong consumer spending and the hype around AI.&nbsp; 00:00:00&nbsp; &nbsp;Introduction00:00:08&nbsp; &nbsp;Waiting for Data00:01:38&nbsp; &nbsp;Consumer Spending Still Strong00:02:10&nbsp; &nbsp;Slowing Retail Comps00:03:38&nbsp; &nbsp;The State of the Energy and Materials Markets00:05:26&nbsp; &nbsp;Back to 1990s?00:10:39&nbsp; &nbsp;Conclusion

Episode 95: AI Hype is Real

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.

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Episode 95: AI Hype is Real

Episode 95: AI Hype is Real