In this episode, we discuss how companies are preparing for a mild recession, the developing decade of AI, and the status of the reopening of China.

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 A Mild Recession Ahead

00:02:12 Will the Fed Slow Down? 

00:04:36 Pace of Decline in VC Investments Slows Down 

00:05:32 The Decade of AI

00:09:38 Nearshoring and the Reopening of China

00:10:58 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