The Podcast

The Transcript Podcast Ep. 6

In this episode of The Transcript Podcast, 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.. The Podcast is now available on Apple Podcast, Google Podcast, and Spotifyamong other platforms and channels.


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


We would like to make this more engaging by answering any questions and addressing any concerns or comments you have. Send them to us at [email protected].