In this episode, we discuss our key takeaways from the Q4 2022 earnings calls.

The episode is based on yesterday's newsletter which is available on Substack.

A transcript of this podcast, with relevant images and quotes, is available for all subscribers after the show notes below. Our podcast is available on Apple Podcasts, Spotify, Google Podcasts, YouTube, and Amazon Music.

Show Notes

00:00:00 Introduction

00:00:07 The Banking Crisis

00:02:55 Consumers Are Still Spending

00:04:22 The Era of AI

00:08:40 Earnings Season Begins Soon

00:10:11 Conclusion

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