In this episode of The Transcript Podcast, we cover the strong reopening with sold-out concerts and huge pent up demand for travel and entertainment, the heightened talk about inflation in earnings calls and The Transcript’s move to Substack
In this episode of The Transcript Podcast, we cover continuing strength in the US economy, the high pent up demand for things like entertainment, and how companies are coping with chip shortages
In this episode of The Transcript Podcast, we cover the increasing discussions around inflation in earnings calls, interesting quotes from Netflix Q1 earnings call, and how companies are responding to shortages in the semiconductor industry.
We cover Banks Q1 2021 earnings, vaccination rates in Europe & US, and the inflation discussion.
We cover the opening euphoria in the US, the persistent shortages in the semiconductor industry, and our expectations for the earnings season ahead.
We cover how the accelerated vaccination rate is driving up confidence among executives, the continued supply chain challenges causing inflation pressures and NFTs.
We cover the positive developments in travel and bookings, institutional investor’s concerns about inflation, and quantum computing featuring Honeywell.
We cover the retailers posting very strong comps, the pain companies are facing with tight supply chains and congested ports and the end of the era of the internal combustion engine.
We cover the latest from the travel and leisure industry, the economics of the food delivery market, and musings from the latest Berkshire Hathaway Annual Report.
In this episode of The Transcript Podcast, we cover the rising optimism that the second half of 2021 will be better, the high e-commerce ambitions of Walmart, and the new form of internet identification that is UID 2.0.