In this episode, we cover the semiconductor supply issues that automakers are facing , why policymakers don't seem bothered by rising inflation expectations and the reshuffling in the housing market.
Show Notes
00:00 - Introduction
00:26 - Animal spirits in the capital markets
00:53 - The impact of semiconductor shortages on automakers
03:03 - Battery shortages for EVs in the future
03:59 - Policymakers not talking about inflation
06:44 - A lot of money available for SPACs and real estate
07:20 - ‘The great reshuffling’ in housing demand
09:43 - There is a backlog in swimming pool demand
11:57 - The power of innovation
The Transcript Podcast Episode 6