May 23 2023 9 mins 5
In this episode, we discuss the softening consumer spending trends, inflation being higher than the rate the Fed is targeting, and Tesla’s ChatGPT moment in self-driving.
The episode is based on yesterday's newsletter which is available on Substack.
A transcript of this podcast, with relevant images and quotes, is available for all subscribers after the show notes below. Our podcast is available on Apple Podcasts, Spotify, Google Podcasts, YouTube, and Amazon Music.
Show Notes
00:00:00 Introduction
00:00:07 Softening Trends
00:01:50 Inflation Still High
00:04:00 Tesla and AI
00:07:33 The State of the Supply Chains
00:08:30 Nuggets of Wisdom
00:09:12 Conclusion
This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit thetranscript.substack.com/subscribe
