At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly
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Catalyst Watch
As Good As It Gets
Welcome to Catalyst Watch at The Transcript, a report for paid subscribers that highlights investment themes from this week’s newsletter.
As Good As It Gets
Summary: Banks reported earnings last week, and the results were very strong. It was a particularly favorable environment. Markets have been extremely risk-on. Can it keep going, or is this as good as it gets?
Editor’s Note: We have...
Catalyst Watch
Welcome to Catalyst Watch at The Transcript, a report for paid subscribers that highlights investment themes from this week’s newsletter.
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1. Effing Insane?
Palantir’s CEO, Alex Karp, was on CNBC a...
Stealing Alpha
The debate over the value of AI to enterprise is back in the spotlight
Summary: Newsflow has been light over the last couple of weeks due to the July 4th holiday. The debate over the value of AI is starting to boil.
The Transcript 2Q26 Letter
The 2nd quarter of 2026 is over. Here’s a recap of some of the themes that we’ve seen and are watching going forward at The Transcript.
We have made this edition available to all subscribers. If you’re not a premium subscriber alrea...
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Authors
The writers behind this newsletter.
We tell the story of the economy using key quotes from business leaders.
Founder/Editor of the Transcript
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