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Market research in healthcare is overdue for a change. When we review the transcripts from patients and healthcare professionals, we are looking at the words, but lacking the clues behind how they were said. Without the tone, rate, inflection, even pauses, we lose too much value in transcription. This new podcast from inVibe Labs explores topics around the hidden insights within the acoustic signals of what we say, how we say it, and the deeper meanings and emotions; all critical clues about ...
 
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In this episode, we discuss the signals from freight companies on weakening demand, the FTX saga, and the Meta U-Turn Show Notes 00:00:00 Introduction 00:00:07 Inflation Going Down? 00:03:09 The Crypto Crisis 00:07:54 The Meta U-Turn 00:09:36 Semis and the Energy Transition 00:10:06 Conclusionעל ידי Scott Krisiloff and Erick Mokaya
 
In this episode, we discuss the musings from the Fed meeting last week, the challenged ad markets, and the state of energy markets in Europe Show Notes 00:00:00 Introduction 00:00:08 The Fed is Staying the Course 00:03:54 Europe is Weak 00:05:24 Mexico a Beneficiary of Reshoring 00:07:05 Weak Ad Spend 00:08:52 A Warm Welcome to the New Subscribers…
 
In this episode, we are joined by Brad Freeman, author of the newsletter Stock Market Nerd, to discuss key takeaways from tech earnings. Show Notes 00:00:00 Introduction 00:00:43 Resilient consumer starting to get jittery 00:03:00 Some Weakness in Spending? 00:04:09 Meta Worries 00:09:19 Weaknesses in Cloud emerging as growth moderates 00:13:45 Wea…
 
In this special episode (Episode 80), we host former hedge fund manager Marc Rubinstein to discuss the key takeaways from Banks' Q3 22 earnings calls. Marc is the author of Net Interest and writes for Bloomberg Opinion. He covers financial sector themes. We are also joined by Brian Gilmartin, CFA from Trinity Asset Management who writes the blog Fu…
 
In this episode, we discuss the deteriorating corporate confidence, the impact of the strong dollar on US earnings, and explore whether air travel has experienced a permanent structural change. We also preview tech earnings that flood in this week. Show Notes 00:00:00 Introduction 00:00:08 Declining Corporate Confidence 00:02:03 The Strong Dollar 0…
 
In this special episode, we are joined by Jesse Felder to discuss the macro takeaways from our recent newsletters including the Fed's fight with inflation, the heightened recession risks, the distress in financial markets, and the early innings of a commodity super-cycle. Show Notes [00:00:00] Introduction [00:00:15] The Fed’s Hard Time with Inflat…
 
In this episode, we discuss the signs that consumer spending may be softening, the hope that inflation may start to slow soon, and the signs of heavy stress in the financial system. We also preview the Q3 earnings season as banks kick off the season this Friday.על ידי Scott Krisiloff and Erick Mokaya
 
In this episode, we discuss the state of the consumer and consumer spending, the decline in FedEx volumes and what it means for the recession outlook, and why the big 3 in cloud will be hard to compete with. Show Notes 00:00:00 Introduction 00:00:12 Slowdown or Shifting Demand? 00:02:13 The State of the Consumer 00:05:34 Recession Watch 00:06:48 En…
 
In this episode, we discuss the focus of the Fed on fighting inflation until the job is done, the trends in e-commerce and how companies are trying to find the optimal WFH/WFO mix. Show Notes 00:00:00 Introduction 00:00:08 Until the Job is done 00:02:36 If we are in a recession, consumers don’t know it 00:03:04 Post-Pandemic Blues 00:07:57 Worried …
 
Welcome to Episode 73 of The Transcript Podcast where we discuss the key themes and takeaways from the Q2 2022 earnings calls. This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 31st August 2022 with our guests Sam Ro of Tker.co and Alex Morris of The Science of Hitting Show Notes 00:00:00: Introduction …
 
In this episode, we discuss takeaways from Jackson Hole, the shifting spending patterns of high-income consumers, and the post-pandemic blues of some covid winners. Show Notes 00:00:00 Introduction 00:00:07 No Resting Until the Job is Done 00:02:44 Emerging Markets Feeling the Heat 00:03:29 Trading Down from High Income Consumers 00:06:30 Post-Pand…
 
In this episode, we discuss key takeaways from the retailers' Q2 results, the implications of falling used car prices and how streaming companies are eyeing a piece of the live sports market. Show Notes 00:00:00 Introduction 00:01:30 A lot of conficting data 00:03:03 Retailers working through excess inventory 00:03:52 Consumer demand weak in certai…
 
In this week's episode, we discuss key takeaways from the Fed press conference, how companies are preparing for a recession and the big tech earnings. Show Notes 00:00:00 Introduction 00:00:15 What is a Recession? 00:02:40 Debt markets are reeling 00:04:29 COVID-era trends are reversing 00:05:57 Some Early Recession Indicators 00:07:22 Meta: From S…
 
In this special episode, we host tech/semiconductors analyst Eric Jhonsa to discuss key takeaways from earnings for the semiconductor industry. Eric writes columns for Real Money and live-blog earnings at The Street and was previously at Seeking Alpha focusing on tech news coverage, and a writer for The Motley Fool. Show Notes 00:00:00: Introductio…
 
In the special episode, we host former hedge fund manager Marc Rubinstein to discuss the key takeaways from Banks' Q2 22 earnings calls. Marc is the author of Net Interest and writes for Bloomberg Opinion. He covers financial sector themes. Show Notes: 00:00:00 Introduction 00:01:30 What Happens During Earnings Season? 00:04:25 The US Banking Indus…
 
In this episode, we discuss the fed call, whether demand is really softening and Facebook taking on Tiktok. Show Notes 00:00:00 Introduction 00:00:15 Demand Softening? 00:02:27 The Fed Call 00:04:30 Brakes on the Housing Market 00:06:20 A Lot of Talk about Oil 00:08:11 Facebook Takes on Tiktok 00:12:37 Conclusion…
 
Welcome to Episode 60 of The Transcript Podcast where we discuss the key themes and takeaways from the Q1 2022 earnings calls. This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 18th May with our guests: Sam Ro of Tker.co Alex Morris of The Science of Hitting Mostly Borrowed Ideas of MBI Deep Dives Show …
 
In this episode, we discuss the end of an era in markets as valuations decline steeply, the latest and planned fed hikes, and the situation in China as regards covid. Show Notes [00:00:00] Introduction [00:00:08] The End of an Era [00:04:15] The Fed willing to Take More Pain [00:07:27] Covid in China [00:09:34] TakeAways from Tech [00:11:20] Modera…
 
In this episode, we cover big tech earnings, observations on inflation peaking and the uptick in travel. Show Notes: 00:00:00: Introduction 00:00:10: Inflation is peaking 00:01:13: Travel is Bouncing Back 00:03:46: Consumer Responses to Price Increases 00:04:46: Facebook Facing HeadWinds 00:07:13: Google Doing Well 00:10:29: Buffett’s Musings…
 
In this episode, the Fed's tightening trajectory amidst talk of a recession, the slowdown in venture capital investments, IPOs, and later-stage private investments in Q1, and Netflix's move to offer ad-based tiers. Show Notes: 00:00:00 Introduction 00:00:00 The Fed’s stance still incredibly dovish 00:03:39 VC investment, IPO, later stage investment…
 
In this episode, we cover the rise in interest rates by the Fed, China's rising covid cases, and airlines projecting strong revenues on the back of strong travel demand. Show Notes: 00:00:00 Introduction 00:00:10 The Fed raised interest rates by 0.25% 00:03:33 Rising covid cases in China 00:04:28 Bank of Japan will not be raining interest rates 00:…
 
In this episode, we discuss the global worries on energy and food supplies that surround Russia’s invasion of Ukraine. We also cover subscription fatigue alongside Disney’s planned launch of an ad-supported subscription. Show Notes: 00:00:00 Introduction 00:00:11 Supply chain effects from Russia-Ukraine war 00:03:55 Soaring energy prices and search…
 
Welcome to Episode 51 of The Transcript Podcast. This is a special episode of a recording of a Twitter Spaces conversation we held on Thursday, 24th February with Sam Ro as our special guest. In this episode, we discuss the key themes that we took note of in Q4 2021 earnings calls.על ידי Scott Krisiloff and Erick Mokaya
 
In this episode, we cover subscription fatigue, companies becoming aggressive in increasing prices, and rising geopolitical risks. Show Notes: 00:00:00 Introduction 00:00:27 More price increases might be on the way 00:02:36 All eyes on the Ukraine-Russia tension 00:08:05 Growing subscription fatigue 00:10:50 High demand for coal in China…
 
In this episode, we discuss margin compression, rising geopolitical tensions, Dinsey turning 100, and Cloudflare earnings. Show Notes: 00:00:00 Introduction 00:00:09 Strong economy still, despite volatile capital markets 00:01:46 Life is slowly getting back to normal 00:02:29 Margin compression expected in the first half of the year 00:04:26 Eyes o…
 
In the episode this week, we discuss our notes from the Fed meeting this week, tech earnings, and Blackstone's observations on private markets. Show Notes: 00:00:00 Introduction 00:00:11 Rate hike pushed to March 00:04:55 Inflation is a worry around the world 00:07:34 A lot of investment going into real estate 00:09:30 Big tech thriving despite sup…
 
In this episode, we discuss the inevitable rate hikes ahead, investor worries about the impact of inflation and hikes, and Netflix's growth challenge Show Notes: 00:00:00 Introduction 00:00:10 Rate hikes are on the way 00:02:36 Companies are a little worried about inflation 00:05:36 Netflix growth has slowed down 00:08:33 VC activity has slowed dow…
 
In this episode, we review the key themes we saw in 2021. Show Notes: 00:00:00 Introduction 00:00:35 Vaccination paved way for economies to reopen 00:01:42 The Fed was behind the curve inflation 00:02:55 Tapering has began 00:04:33 There is slight easing of the supply chains 00:05:00 2021 was the year of the consumer 00:06:51 Meme stocks and specul…
 
In this episode, we cover the changing Fed tune, that supply chains may be easing slightly and the headwinds consumers face going into 2022. Show Notes: 00:00:00 Introduction 00:00:08 The Fed has changed their tone on inflation 00:00:43 Low-income families have cut down on shopping 00:01:37 Omicron variant and its effect on the economy still unknow…
 
Welcome to Episode 41 of The Transcript Podcast. This is a special episode of a recording of a Twitter Spaces conversation we held on Friday, 19th November with two special guests, Sam Ro and Alex Morris. In this episode, we discuss the key themes that we took note of in Q3 2021.על ידי Scott Krisiloff and Erick Mokaya
 
In this episode, we cover Unified ID 2.0, the challenging labor market, and AMC becoming a crypto company. Show Notes: 00:00:00 Introduction 00:00:11 Stong global economy despite supply chain issues and inflation 00:00:45 Lots of job offers, very few takers 00:05:15 Crypto is growing at the same rate internet did 00:07:19 Very rapid adoption of web…
 
In this episode, we discuss the worst of the semi-conductor industry being behind us, the impact of iOS changes on the ad industry and companies like Snap, and the key milestone that Tesla hit. This episode is based on our newsletter which you can find here Show Notes: 00:00:00 Introduction 00:00:32 Companies posting record Q3 performance 00:02:02 …
 
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