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The Transcript

The Transcript, Eric Maina, Scott Krisiloff, Erick Mokaya
Hundreds of paid subscribers

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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Issues391Founded6 years agoLast Issue7 days ago
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Latest Issues

Catalyst Watch

Welcome to Catalyst Watch at The Transcript, a report that highlights investment themes from this week’s newsletter. This week’s edition is available for all subscribers.


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1. Not Your Grandma’s Econo...

7 days ago
36
1

Not Your Grandma’s Economy

The economy is creating all kinds of odd things

Summary: The economy appears to be quite strong, but the underlying drivers of the economy seem to be shifting. AI is increasingly dominating capital markets and taking the economy with it.

8 days ago
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Catalyst Watch

80x Growth

Welcome to Catalyst Watch at The Transcript, a report that highlights investment themes from this week’s newsletter. This week’s edition is available for all subscribers.

14 days ago
44
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80x Growth

"That’s just crazy, and it’s too hard to handle."

Summary: Consumers are spending money, but it’s a two-tiered economy. Higher-income consumers remain resilient, while lower-income consumers are under pressure. Meanwhile, the AI spending b...

15 days ago
55
Paid

Catalyst Watch

Welcome to Catalyst Watch at The Transcript, a report that highlights investment themes from this week’s newsletter. This week’s edition is available for all subscribers.


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1. Growth Rates Are Surpris...

21 days ago
58

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Authors

The writers behind this newsletter.

  • The Transcript

    We tell the story of the economy using key quotes from business leaders.

  • Eric Maina
  • Scott Krisiloff

    Founder/Editor of the Transcript

  • Erick Mokaya

    Investor

  • Frequently Asked Questions

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