In this episode, we discuss softening trends picked from Q1 earnings calls, the impact of First Republic Bank’s demise, and double-digit revenue growth for consumer packaged goods companies.

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

00:00:08 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

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