In this episode, we cover the robust earnings we are seeing from companies, perspectives on inflation especially labor-related inflation, and developments in the auto industry. 

Show Notes:

00:00:00 Introduction

00:00:57 Robust earnings are beating expectations

00:01:52 Labor market still tight but improving

00:02:36 Inflation is being borne by consumers

00:04:06 Delta variant spreads but life goes on

00:06:04 Public sentiment towards EVs at inflection point

00:06:44 Driverless cars are here and scaling

00:08:05 The metaverse enters mainstream conversation

00:10:19 Short videos are the in thing