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The Transcript Podcast Episode 23
Manage episode 313887888 series 3276605
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
112 епізодів
Manage episode 313887888 series 3276605
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
112 епізодів
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