In this episode, we cover the semiconductor supply issues that automakers are facing , why policymakers don't seem bothered by rising inflation expectations and the reshuffling in the housing market.

Show Notes

00:00 - Introduction

00:26 - Animal spirits in the capital markets

00:53 - The impact of semiconductor shortages on automakers

03:03 - Battery shortages for EVs in the future

03:59 - Policymakers not talking about inflation

06:44 - A lot of money available for SPACs and real estate

07:20 - ‘The great reshuffling’ in housing demand

09:43 - There is a backlog in swimming pool demand

11:57 - The power of innovation

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