In this episode marking the start of the new earnings season, we discuss how banks and the Fed are responding to the recent baking crisis,  the state of the consumer Buffett's take on AI.

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 Banking Stress Calms Down

00:01:56 How Will the Fed React?

00:05:23 Is The Banking Crisis Over?

00:07:03 The Car Market

00:08:40 Buffett and AI

00:10:57 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