The Transcript

In this week's episode, we discuss the recession fears amidst the strong consumer spending, the signs of moderation on housing, and our tweet that got a response from Mark Cuban. 

Welcome to Episode 60 of The Transcript Podcast where we discuss the key themes and takeaways from the Q1 2022 earnings calls.

This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 18th May with our guests:

• Sam Ro of Tker.co
• Alex Morris of The Science of Hitting
• Mostly Borrowed Ideas of MBI Deep Dives

Show Notes
00:00:00 Introduction 
00:07:18 Macro Perspective from the Earnings 
00:17:27 Historical Context for the Current Market State 
00:32:32 The intersection of Tech & Consumer 
00:36:48 Valuations 
00:41:12 Q2 Outlook & Closing Thoughts

In this episode, we cover the state of private markets and the tough times that retailers are having.

In this episode, we discuss the end of an era in markets as valuations decline steeply, the latest and planned fed hikes, and the situation in China as regards covid.

Show Notes

[00:00:00] Introduction

[00:00:08] The End of an Era

[00:04:15] The Fed willing to Take More Pain

[00:07:27] Covid in China

[00:09:34] TakeAways from Tech

[00:11:20] Moderating Housing Situation

[00:12:13] Conclusion

In this episode, we cover big tech earnings, observations on inflation peaking and the uptick in travel. 
Show Notes: 

00:00:00: Introduction

00:00:10: Inflation is peaking

00:01:13: Travel is Bouncing Back

00:03:46: Consumer Responses to Price Increases

00:04:46: Facebook Facing HeadWinds

00:07:13: Google Doing Well

00:10:29: Buffett’s Musings

In this episode, the Fed's tightening trajectory amidst talk of a recession, the slowdown in venture capital investments, IPOs, and later-stage private investments in Q1, and Netflix's move to offer ad-based tiers.

Show Notes:

00:00:00 Introduction

00:00:00 The Fed’s stance still incredibly dovish

00:03:39 VC investment, IPO, later stage investments slowed down

00:05:35 VC investment, IPO, later stage investments slowed down

00:10:27 Housing market at inflection point

00:12:11 Twitter goes private

In this episode, we discuss if the fed is out of touch in terms of inflation, AVOD vs SVOD in streaming, and reflections from Google's former CEO Eric Schmidt. 

In this episode, we cover the rise in interest rates by the Fed, China's rising covid cases, and airlines projecting strong revenues on the back of strong travel demand. 
Show Notes:

00:00:00 Introduction

00:00:10 The Fed raised interest rates by 0.25%

00:03:33 Rising covid cases in China

00:04:28 Bank of Japan will not be raining interest rates

00:06:17 Travel demand surged after Omicron

00:09:17 ‘Skip intro’ on Netflix is a people’s favorite

In this episode, we discuss the impact of the Russia-Ukraine war on inflation which has shifted from transitory to structural and the hints of a potential recession. 

In this episode, we discuss the global worries on energy and food supplies that surround Russia’s invasion of Ukraine. We also cover subscription fatigue alongside Disney’s planned launch of an ad-supported subscription. 
Show Notes:

00:00:00 Introduction

00:00:11 Supply chain effects from Russia-Ukraine war

00:03:55 Soaring energy prices and search for alternatives

00:05:25 Food crisis looming

00:07:53 Global financial companies have joined the santions

00:08:19 Fed’s reaction adds a layer of uncertainty

00:10:16 Headwinds for streaming services