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.