Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Episode 112: Subprime Signals
Feb. 14, 2024, 12:03 a.m.
Meta Joins the Dividend Club
Feb. 5, 2024, 8:03 a.m.
Episode 110: The Soft Landing Consensus
Jan. 31, 2024, 5:39 a.m.
Episode 109: Consumer Spending Still Strong
Dec. 12, 2023, 7:47 a.m.
Episode 108: Softening Trends
Oct. 30, 2023, 7:11 p.m.
Episode 107: It's Nvidia's World
Aug. 28, 2023, 9:44 a.m.
Episode 106: The Taylor Swift Boost
Aug. 8, 2023, 12:24 a.m.
Episode 105: Q2 23 Earnings Season Begins
July 24, 2023, 7:56 p.m.
Episode 104: Slight Softening
Episode 103: Hot or Cold?
May 8, 2023, 7:59 p.m.
Episode 102: Slow Deterioration Continues
May 2, 2023, 7:04 a.m.
Episode 101: TakeAways from Bank Earnings Q1 23
April 25, 2023, 9:04 a.m.
Episode 100: The Q1 23 Earnings Season Begins!
April 19, 2023, 7:04 a.m.
Episode 99: Reviewing Q4 22
April 4, 2023, 7:04 a.m.
Episode 98: Distress in Financial Markets
March 28, 2023, 9:04 a.m.
Episode 97: A Banking Crisis
March 21, 2023, 7:04 a.m.
Episode 96: What a Fall!
March 14, 2023, 9:04 a.m.
Episode 95: AI Hype is Real
March 7, 2023, 5:04 a.m.
The Transcript Podcast Episode 94
Feb. 28, 2023, 7:04 a.m.
The Transcript Podcast Episode 93
Feb. 21, 2023, 9:04 a.m.
The Transcript Podcast Episode 92
Feb. 7, 2023, 7:04 a.m.
The Transcript Podcast Episode 91
Jan. 31, 2023, 9:04 a.m.
The Transcript Podcast Episode 90
Jan. 24, 2023, 7:04 a.m.
The Transcript Podcast Episode 89
Jan. 18, 2023, 7:04 a.m.
The Transcript Podcast Episode 88
Jan. 10, 2023, 9:04 a.m.