The Transcript
The Transcript Podcast
The Transcript Podcast Episode 11
0:00
Current time: 0:00 / Total time: -12:23
-12:23

In this week's episode, we cover how accelerated vaccination rate is driving up confidence among executives, the continued supply chain challenges causing inflation pressures and NFTs.

This podcast is based on this week's newsletter which can be read here. The Transcript for this podcast can be found here.

Show Notes:

00:00 - Introduction
00:25 - Life's normalizing in the US
01:45 - US is re-opening ahead of the rest of the world
03:29 - Supply chains are still tight
04:56 - What is the nature of work post-pandemic?
06:43 - Inventory in housing is low
08:00 - Are NFT's a sign of broader inflation?
09:14 - Intel is coming back
11:25 - The shift in workforce to millenials and Gen Z

Discussion about this podcast

The Transcript
The Transcript Podcast
We discuss key themes and thoughts from earnings calls
Listen on
Substack App
RSS Feed
Appears in episode
The Transcript