The Transcript Podcast Episode 23

In this episode, we discuss the tight supply chains, global progress in vaccinations and reopenings, and the state of the housing market. The episode is based on yesterdays’ newsletter which is available on Substack. 

Show Notes:

00:00:00 Introduction

00:00:19 Supply chains are consistently inconsistent

00:01:57 Inflection point for lumber and used cars

00:02:01 Green shoots expected in supply chain in coming weeks

00:02:55 Global volume trade back to pre-pandemic levels

00:05:04 90-day lag between the US and the rest of the world 

00:05:35 Cruiseships are back in operation

00:05:49 Housing industry bullish on longer-term prospects

00:08:34 Substack makes you smart