The Transcript
Subscribe
Sign in
Home
Transcript Newsletter
Archive
About
Latest
Top
The Transcript 05.10.21: Pent-up Demand
The US economy is benefitting from tremendous amounts of pent-up demand
May 12, 2021
•
The Transcript
3
Share this post
The Transcript 05.10.21: Pent-up Demand
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
The Transcript Podcast Episode 16
In this episode, we cover the strong reopening with sold-out concerts and huge pent up demand for travel and entertainment, the heightened talk about…
May 11, 2021
•
The Transcript
Share this post
The Transcript Podcast Episode 16
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
The Transcript Podcast Episode 15
In this episode of The Transcript Podcast, we cover continuing strength in the US economy, the high pent up demand for things like entertainment, and…
May 4, 2021
•
The Transcript
Share this post
The Transcript Podcast Episode 15
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
April 2021
The Transcript 04.26.21
The economic dam is bursting
Apr 27, 2021
•
The Transcript
Share this post
The Transcript 04.26.21
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
The Transcript Podcast Episode 14
In this episode, we cover the increasing discussions around inflation in earnings calls, interesting quotes from Netflix Q1 earnings call, and how…
Apr 27, 2021
•
The Transcript
Share this post
The Transcript Podcast Episode 14
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
The Transcript Podcast Episode 13
In this episode, we cover banks' earnings for Q1 2021, institutional investors' concerns on inflationary pressures, and the high expectations for robust…
Apr 20, 2021
•
The Transcript
Share this post
The Transcript Podcast Episode 13
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
The Transcript Podcast Episode 12
In this episode of The Transcript Podcast, we cover the opening euphoria in the US, the persistent shortages in the semiconductor industry, and our…
Apr 13, 2021
•
The Transcript
Share this post
The Transcript Podcast Episode 12
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
March 2021
The Transcript Podcast Episode 11
In this week's episode, we cover how accelerated vaccination rate is driving up confidence among executives, the continued supply chain challenges…
Mar 30, 2021
•
The Transcript
Share this post
The Transcript Podcast Episode 11
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
The Transcript Podcast Episode 10
In this episode, we cover the positive developments in travel and bookings, institutional investor's concerns about inflation, and quantum computing…
Mar 23, 2021
•
The Transcript
Share this post
The Transcript Podcast Episode 10
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
The Transcript Podcast Episode 9
In this episode, we cover the retailers posting very strong comps, the pain companies are facing with tight supply chains and congested ports, and the…
Mar 9, 2021
•
The Transcript
Share this post
The Transcript Podcast Episode 9
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
The Transcript Podcast Episode 8
In this episode, we cover the latest from the travel and leisure industry, the economics of the food delivery market, and musings from the latest…
Mar 2, 2021
•
The Transcript
Share this post
The Transcript Podcast Episode 8
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
February 2021
The Transcript Podcast Episode 7
In this episode, we cover the rising optimism that the second half of 2021 will be better, the high e-commerce ambitions of Walmart, and the new form of…
Feb 23, 2021
•
The Transcript
Share this post
The Transcript Podcast Episode 7
theweeklytranscript.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts