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.
Show Notes:
00:00 - Introduction
00:10 - Continuing strength in the US economy
00:49 - Inflationary and labor pressures
03:52 - Credit quality is high among consumers
05:25 - Big Tech still growing at startup pace
08:21 - Semiconductor shortage persists
10:12 - Nuggets from the Berkshire Annual Meeting
The Transcript Podcast Episode 15