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The Transcript 05.10.21: Pent-up Demand
The US economy is benefitting from tremendous amounts of pent-up demand
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The Transcript
The Transcript Podcast Episode 16
In this episode, we cover the strong reopening with sold-out concerts and huge pent up demand for travel and entertainment, the heightened talk about…
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The Transcript
14:15
The Transcript Podcast Episode 15
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…
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The Transcript
11:43

April 2021

The Transcript 04.26.21
The economic dam is bursting
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The Transcript
The Transcript Podcast Episode 14
In this episode, we cover the increasing discussions around inflation in earnings calls, interesting quotes from Netflix Q1 earnings call, and how…
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The Transcript
13:31
The Transcript Podcast Episode 13
In this episode, we cover banks' earnings for Q1 2021, institutional investors' concerns on inflationary pressures, and the high expectations for robust…
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The Transcript
14:38
The Transcript Podcast Episode 12
In this episode of The Transcript Podcast, we cover the opening euphoria in the US, the persistent shortages in the semiconductor industry, and our…
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The Transcript
13:29

March 2021

The Transcript Podcast Episode 11
In this week's episode, we cover how accelerated vaccination rate is driving up confidence among executives, the continued supply chain challenges…
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The Transcript
12:23
The Transcript Podcast Episode 10
In this episode, we cover the positive developments in travel and bookings, institutional investor's concerns about inflation, and quantum computing…
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The Transcript
13:01
The Transcript Podcast Episode 9
In this episode, we cover the retailers posting very strong comps, the pain companies are facing with tight supply chains and congested ports, and the…
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The Transcript
9:46
The Transcript Podcast Episode 8
In this episode, we cover the latest from the travel and leisure industry, the economics of the food delivery market, and musings from the latest…
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The Transcript
13:58

February 2021

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