In this episode, we cover banks' earnings for Q1 2021, institutional investors' concerns on inflationary pressures, and the high expectations for robust growth in the second half of 2021 and 2022 as cities come back to life.
The podcast is based on this week's newsletter which is available here.
The Transcript Podcast Episode 13
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The Transcript Podcast Episode 13
The Transcript
We discuss key themes and thoughts from earnings calls
We discuss key themes and thoughts from earnings callsListen on
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The Transcript
The Transcript Podcast Episode 13