In this episode, we discuss the signals from freight companies on weakening demand, the FTX saga, and the Meta U-turn.

The episode is based on yesterday's newsletter which is available on Substack.

The Transcript

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 Inflation Going Down?

00:03:09 The Crypto Crisis

00:07:54 The Meta U-Turn

00:09:36 Semis and the Energy Transition

00:10:06 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