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Episode 102: Slow Deterioration Continues

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Manage episode 362207480 series 3276605
Indhold leveret af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, we discuss the recent developments in the banking industry with the demise of First Republic and some key takeaways from big tech earnings calls.
Show Notes

00:00:00 Introduction

00:00:08 Softening Trends

00:01:23 The Impact of the End of First Republic

00:04:46 What will the Fed Do?

00:06:55 Price-Driven Growth

00:08:38 TakeAways from Tech Earnings

00:11:15 Conclusion

  continue reading

112 episoder

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Episode 102: Slow Deterioration Continues

The Transcript

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Arkiveret serie ("Inaktivt feed" status)

When? This feed was archived on October 31, 2025 02:01 (11d ago). Last successful fetch was on September 28, 2024 19:36 (1y ago)

Why? Inaktivt feed status. Vores servere kunne ikke hente et gyldigt podcast-feed i en længere periode.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 362207480 series 3276605
Indhold leveret af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, we discuss the recent developments in the banking industry with the demise of First Republic and some key takeaways from big tech earnings calls.
Show Notes

00:00:00 Introduction

00:00:08 Softening Trends

00:01:23 The Impact of the End of First Republic

00:04:46 What will the Fed Do?

00:06:55 Price-Driven Growth

00:08:38 TakeAways from Tech Earnings

00:11:15 Conclusion

  continue reading

112 episoder

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