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.

Cautious Outlook

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

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