The Transcript

Welcome to Episode 51 of The Transcript Podcast.

This is a special episode of a recording of a Twitter Spaces conversation we held on Thursday,  24th February with Sam Ro as our special guest.

In this episode, we discuss the key themes that we took note of in Q4 2021 earnings calls.

In this episode, we cover subscription fatigue, companies becoming aggressive in increasing prices, and rising geopolitical risks.

Show Notes:

00:00:00 Introduction

00:00:27 More price increases might be on the way

00:02:36 All eyes on the Ukraine-Russia tension

00:08:05 Growing subscription fatigue

00:10:50 High demand for coal in China

In this episode, we discuss margin compression, rising geopolitical tensions, Dinsey turning 100, and Cloudflare earnings.

Show Notes:

00:00:00 Introduction

00:00:09 Strong economy still, despite volatile capital markets

00:01:46 Life is slowly getting back to normal

00:02:29 Margin compression expected in the first half of the year

00:04:26 Eyes on Ukraine

00:06:12 Disney: a century in the making

00:08:19 Some companies are hard hit by supply chain dynamics

In this episode, we discuss the challenges Meta/Facebook is facing from Tiktok, the commodity prices that seem to be peaking, and the promising energy sector.

In the episode this week, we discuss our notes from the Fed meeting this week, tech earnings, and Blackstone's observations on private markets. 

Show Notes:

00:00:00 Introduction

00:00:11 Rate hike pushed to March

00:04:55 Inflation is a worry around the world

00:07:34 A lot of investment going into real estate

00:09:30 Big tech thriving despite supply chain issues

00:11:04 Staffing issues are starting to get better

In this episode, we discuss the inevitable rate hikes ahead,  investor worries about the impact of inflation and hikes, and Netflix's growth challenge 
Show Notes:

00:00:00 Introduction

00:00:10 Rate hikes are on the way

00:02:36 Companies are a little worried about inflation

00:05:36 Netflix growth has slowed down

00:08:33 VC activity has slowed down 

In the first episode of the year, we cover the omicron impact on the economy, on supply chains, and on staffing. 

In this episode, we review the key themes we saw in 2021.

Show Notes:

00:00:00 Introduction

00:00:35 Vaccination paved way for economies to reopen

00:01:42 The Fed was behind the curve inflation

00:02:55 Tapering has began

00:04:33 There is slight easing of the supply chains

00:05:00 2021 was the year of the consumer

00:06:51 Meme stocks and speculative mania

00:07:35 It’s been a great year at The Transcript too

In this week's episode, we discuss bank CEOs' thoughts on inflation, the 2022 economic outlook, and the Fed's actions. 

In this episode, we cover the changing Fed tune, that supply chains may be easing slightly and the headwinds consumers face going into 2022.
Show Notes:

00:00:00 Introduction

00:00:08 The Fed has changed their tone on inflation

00:00:43 Low-income families have cut down on shopping

00:01:37 Omicron variant and its effect on the economy still unknown

00:04:01 High infection rate in Europe might impact intenational travel recovery

00:06:12 Retailers had strong comps in Q3

00:06:38 Some green shoots for the supply chains