In this episode, we cover the increasing discussions around inflation in earnings calls, interesting quotes from Netflix  Q1 earnings call, and how companies are responding to shortages in the semiconductor industry. 

Show Notes:

00:00 - Introduction
00:14 - The US is "Very, Very Strong"
01:30 - Many companies are discussing inflation
06:01 - Netflix still worth betting on
07:56 - Semiconductor demand and new dynamics
11:48 - Bubble-like behaviour in real estate
12:16 - Emerging markets are struggling

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