Teachers, please review my transcription and summary♡

Hi, teachers.

I numbered sentences in my transcription that I can't understand and summarized the transcribed part.

So could you please correct or explain (1??)-(6??) and (7??), teacher?

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[3:26-4:31](transcribed)

KATIE KOCH

(GSAM CO-HEAD OF FUNDAMENTAL EQUITY)

So David, maybe quickly, I'll, I'll (1??)head on three themes that we're, we're watching in, in the earning space. Um, the first is that we are seeing some of this fatigue that's contributing to (2??)reck laster reterms of the COVID winner. So Netflix would be a great example of that. Uh, they came out with subscribers of, of two new net new subscribers of two million. But the markets are less impressed by that, because in the first half of the year we had two quarters (3??)sub growth in the, in the double digits of millions. So the markets are getting a little bit, you know, there's a lot of (4??)pall forward and people are disappointed even with good numbers so that stock was off 7 percent on, on that news. The second thing, I think, is actually a little bit more encouraging and Lori you should jump in in terms of, uh, what you are seeing in, in bond markets. But we are seeing some cyclical recovery. So we actually have had some good numbers (5??)at of autos and industrial, uh, Texas Instruments which is of course semi company reported 75 percent increase quarter over quarter in, in what's happening, um, in the auto space, which is, which is obviously highly constructive. And the last point I wanna make maybe we can (6??)come back to is that the market really still is rewarding companies that can drive disruptive growth.

(7??)summary: What we see in the equity market are investor's fatigue with COVID themed stocks, cyclical rebound in some industries, and people's preference for innovative enterprises.

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