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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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Substack
PricingFreemiumPublishesTwice weekly
Issues419Founded7 years agoLast Issue5 days ago
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Latest Issues

Catalyst Watch

Hall of Mirrors

Welcome to Catalyst Watch at The Transcript, a report for paid subscribers that highlights investment themes from this week’s newsletter.

5 days ago
38
Paid

Hall of Mirrors

Summary: The economy is strong. Consumers continue to spend, and the AI industry is becoming a macroeconomic variable. Kevin Warsh delivered a speech at Jackson Hole. Inflation pressures persist.


Editor’s Note: We have made this wee...

6 days ago
39
1

Catalyst Watch

Welcome to Catalyst Watch at The Transcript, a report for paid subscribers that highlights investment themes from this week’s newsletter.


Share The Transcript


1. Bessent’s Buybacks

A few weeks ago, we wrote about how K...

12 days ago
38

Treasury Buybacks

“We’re going to increase the size of the buyback. And... it could be more than the $4 billion per issue.”

Summary: We’re in the final weeks of summer, and the news is slow. Not much has changed in the economy. Retailers reported solid grow...

13 days ago
41
Paid

Memory Wars

Summary: The economy is stable as we enter the final weeks of the summer. Affluent consumers are spending on travel and experiences. AI infrastructure demand keeps growing.


Editor’s Note: We have made this week’s newsletter availabl...

18 days ago
51

Key Facts

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Subscribers, engagement, traffic and sponsorship for The Transcript.

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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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