The Transcript Podcast Episode 89

The Transcript

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.

3y ago 9:10

MP3•Episode hjem

Arkiveret serie ("Inaktivt feed" status)

When? This feed was archived on October 31, 2025 02:01 (1M 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.

In our first episode of the earnings season, we discuss our key takeaways from the big banks that reported including takes on credit quality, the possibility of a hurricane coming and the state of the consumer.
Show Notes

00:00:00 Introduction

00:00:07 Big Banks Report

00:01:01 5% is the Place to Be

00:01:56 Consumer Dipping into Savings and Credit

00:03:05 No hurricane

00:04:04 Dollar Down

00:05:41 Search for Yield

00:06:59 The State of Semis and Auto

00:08:50 Conclusion

112 episoder

#Business #Scott Krisiloff and Erick Mokaya #Erick Mokaya #Scott Krisiloff