The Transcript

In this episode, we discuss key takeaways from the retailers' Q2 results, the implications of falling used car prices and how streaming companies are eyeing a piece of the live sports market. 

Show Notes

00:00:00 Introduction

00:01:30 A lot of conficting data

00:03:03 Retailers working through excess inventory

00:03:52 Consumer demand weak in certain markets and used car prices declining

00:05:25 Streaming companies venturing into live sports

00:08:10 Conclusion

In this special episode, we host tech/semiconductors analyst Eric Jhonsa to discuss key takeaways from earnings for the semiconductor industry. Eric writes columns for Real Money and live-blog earnings at The Street and was previously at Seeking Alpha focusing on tech news coverage, and a writer for The Motley Fool.

Show Notes
00:00:00: Introduction
00:01:32: Mapping the industry
00:03:33: Semiconductors industry cycles
00:07:30: Key takeaways from this earnings season
00:11:21: What to look out for in semis earnings report
00:15:33: Semis and Geopolitical risks
00:17:21: The Intel turnaround strategy and Outlook
00:20:35: Recommended resources and Conclusion

In this week's episode, we discuss key takeaways from the Fed press conference, how companies are preparing for a recession and the big tech earnings.

Show Notes

00:00:00 Introduction

00:00:15 What is a Recession?

00:02:40 Debt markets are reeling

00:04:29 COVID-era trends are reversing

00:05:57 Some Early Recession Indicators

00:07:22 Meta: From Social to Interest Graphs

00:11:17 Conclusion

In this week's episode, we cover that CEOs not seeing a downturn as imminent from their data, the challenging ad environment for Snapchat, earnings not as bad as expected for Netflix, and look at the week ahead in tech earnings. 

In the special episode, we host former hedge fund manager Marc Rubinstein to discuss the key takeaways from Banks' Q2 22 earnings calls. Marc is the author of Net Interest and writes for Bloomberg Opinion. He covers financial sector themes.

Show Notes: 
00:00:00 Introduction 
00:01:30 What Happens During Earnings Season? 
00:04:25 The US Banking Industry
00:07:16 Key Takeaways from Banks this Earnings Season
00:16:22 Rising Rates and The Banking Industry
00:18:44 Banking Sector Outlook for Q3 22 
00:21:13 How to Analyze Banks
00: 26:32 Fun Takes: Mike Mayo Vs Jamie Dimon
00:30:12 Conclusion

Summary: This week's episode is all about key takeaways from banks' Q2 earnings, the state of the semiconductor industry, and Elon Musk vs Twitter

In this episode, we are joined by special guest Sam Ro to discuss key takeaways from  our newsletter this week and to preview Q2 earnings season that starts this week, 

In this episode, we discuss the fed call, whether demand is really softening and Facebook taking on Tiktok.

Show Notes
00:00:00 Introduction
00:00:15 Demand Softening? 
00:02:27 The Fed Call
00:04:30 Brakes on the Housing Market
00:06:20 A Lot of Talk about Oil
00:08:11 Facebook Takes on Tiktok
00:12:37 Conclusion

In this episode, we discuss takeaways from the Fed press conference last week, the slight uptick in delinquency rates, and the emerging opportunities in restructurings. 

In this episode, we cover the strong inflation numbers, the fear that the strong consumer balance sheets might not hold for long, and the impact of declining valuations on employee motivations and retention.