The Transcript Podcast Episode 89

The Transcript

المحتوى المقدم من Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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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

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