The Transcript

Episode 112: Subprime Signals

In this episode, we contrast corporate optimism against a backdrop of enduring inflation, address the financial pressures facing low-income consumers and the distress signals from rising subprime delinquencies, and examine the unexpected challenges in the mass-market adoption of EVs.00:00:00 Introduction00:00:10 Prevailing Optimism00:01:50 Low-Income Consumer Strains00:03:54 EV Market Dynamics00:04:56 Automaker Bets and Brand Loyalt00:07:01 Hybrids Gaining Ground00:07:54 Conclusion

Meta Joins the Dividend Club

In this episode, we discuss the Federal Reserve's future rate cuts, the surprising job market data,  a soft European economy, and tech giants' AI-driven performance00:00:00 Introduction00:00:15 Decoding the Fed's Signals00:03:18 Soft Signals from Europe's Economy00:04:21 Natural Gas Inventory Surprises00:05:06 Tech Earnings and AI00:07:58 Meta's Dividend Debut00:09:16 Chips and Games: Industry Trends00:10:51 Conclusion

Episode 110: The Soft Landing Consensus

In this episode, we explore the potential soft landing, consumer spending resilience, Tesla's AI ambitions in the EV market, Boeing's challenges, and the big week ahead in big tech earnings.

Episode 109: Consumer Spending Still Strong

In this episode, we examine the state of the consumer and analyze macro takeaways from earnings calls ahead of the Fed meeting this week. 

Episode 108: Softening Trends

In this episode, we discuss the key takeaways from the first 3 weeks of earnings season. The key trend is the softening trends in the economy, the state of the EV market and the stabilization in cloud.