The Transcript

Welcome to Episode 41 of The Transcript Podcast. This is a special episode of a recording of a Twitter Spaces conversation we held on Friday, 19th November with two special guests, Sam Ro and Alex Morris.  In this episode, we discuss the key themes that we took note of in Q3 2021.

In this episode, we cover Unified ID 2.0, the challenging labor market, and AMC becoming a crypto company.

Show Notes:

00:00:00 Introduction

00:00:11 Stong global economy despite supply chain issues and inflation

00:00:45 Lots of job offers, very few takers

00:05:15 Crypto is growing at the same rate internet did

00:07:19 Very rapid adoption of web 3.0

00:09:39 Shift from cookies to UID 2.0 

In this episode, we discuss the Fed's tapering and desire to raise rates soon, the signs of normalization from various consumer trends, and fusion energy as a way to power our future energy needs. 

In this episode, we discuss that some companies aren't experiencing any labor issues, Facebook's change to being called Meta and the potential in the metaverse, and the long-term impact of the iOS changes.

In this episode, we discuss the worst of the semi-conductor industry being behind us, the impact of iOS changes on the ad industry and companies like Snap, and the key milestone that Tesla hit.

This episode is based on our newsletter which you can find here 
Show Notes:

00:00:00 Introduction

00:00:32 Companies posting record Q3 performance

00:02:02 iOS changes are upending digital advertising

00:07:02 The worst of the semiconductor shortage is behind us

00:08:08 Strong resurgence in offshore rigging

00:09:45 Strong CapEx cycle

00:10:26 Tesla hits a million cars annual delivery rate

Episode Summary: In this episode, we discuss the strong start to the Q3 earnings season last week as the big banks reported.

The episode is based on yesterdays’ newsletter which is available here.  A transcript of this podcast, with relevant images and quotes, is available, for subscribers only, on our website. 

Show Notes:

00:00:00 Introduction

00:00:17 Strong GDP growth despite inflation

00:01:54 Supply chain issues have dwarfed demand recovery

00:03:25 Inflation hitting small businesses disproportionately

00:07:34 Surge in energy prices

00:08:19 Tightness in the labor market persists

00:10:03 Squid Game global euphoria

00:12:59 Banks loosening credit in commercial real estate

Welcome to Episode 34 of The Transcript Podcast where we discuss the implications of the tight supply chains on holiday shopping, the ratcheting inflation worries, and what companies are thinking about working from home. 

Welcome to Episode 34 of The Transcript Podcast where we discuss the Fed's intention to taper, retailers restricting purchases of certain items, and some nuggets of wisdom from our readings. 

Show Notes:

00:00:00 Introduction

00:00:13 The Delta effect was shortlived

00:00:32 The Fed will taper at the next meeting

00:03:11 Inflation likely to stretch into 2022

00:04:45 Tight debt markets for commercial real estate

00:06:43 Potential headwinds in the movie and theatre industry

00:10:18 Some nuggets of wisdom from Henry Ford

Welcome to Episode 33 of The Transcript Podcast where we discuss the strong September data, the slowdown in China, and the balancing out in the housing markets.

In this episode, we discuss the downshift in economic data in August, the still tight supply chains, and Amazon's battle with Visa on credit cards surcharges.  
Show Notes:

00:00:00 Introduction

00:00:15 There’s a downshift in the economy

00:04:54 Supply chain bottlenecks might persist into the holiday season

00:06:38 Ford is pumped up for the EV revolution

00:08:05 Off-the-shelf solutions making cybercrime less sophisticated

00:09:18 Amazon surcharges on credit card purchases