In this episode, we review the key themes we saw in 2021.

Show Notes:

00:00:00 Introduction

00:00:35 Vaccination paved way for economies to reopen

00:01:42 The Fed was behind the curve inflation

00:02:55 Tapering has began

00:04:33 There is slight easing of the supply chains

00:05:00 2021 was the year of the consumer

00:06:51 Meme stocks and speculative mania

00:07:35 It’s been a great year at The Transcript too