In this episode, we cover the retailers posting very strong comps, the pain companies are facing with tight supply chains and congested ports, and the end of the era of the internal combustion engine. You can read this week's newsletter here.

Show Notes
00:00 - Introduction

00:15 - The world is starting to normalize

01:19 - Retailers are posting very strong comps

02:40 - Some companies are raising the minimum wage

03:19 - Many people might still work from home post-COVID

04:39 - ARM architecture is changing the role of x86

05:29 - EVs and the end of the internal combustion engine

07:54 - Supply chain is still tight in many industries

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