Inflation, Q4 Earnings, and Supply Chains Update With Erick Mokoya

In this episode, we'll be diving into the current stock market earnings season and other topics Erik Mokoya has been reading about for The Transcript. Listen as Brett and Ryan ask questions for Erik to answer. Enjoy the show!

*****************************

This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/

*****************************

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

Subscribe to The Transcript: https://thetranscript.substack.com/

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Earnings Season | (2:58)

Supply Chain | (5:07)

Layoffs | (14:55)

Semiconductors | (33:38)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.