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
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