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The Transcript | Wave AI Podcast Notes

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The Transcript

Welcome to The Transcript Podcast where we highlight and discuss key thoughts, ideas, and themes we picked from our reading of transcripts from earnings calls.

11 episodes

Episodes

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Episode 112: Subprime Signals

00:08:092/14/2024

Meta Joins the Dividend Club

00:11:142/6/2024

Episode 110: The Soft Landing Consensus

00:13:181/31/2024

Episode 109: Consumer Spending Still Strong

00:06:0412/12/2023

Episode 108: Softening Trends

00:09:4410/31/2023

Episode 107: It's Nvidia's World

00:13:098/29/2023

Episode 106: The Taylor Swift Boost

00:10:558/8/2023

Episode 105: Q2 23 Earnings Season Begins

00:11:257/25/2023

Episode 104: Slight Softening

00:09:335/23/2023

Episode 103: Hot or Cold?

00:12:505/9/2023

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