In this episode, we cover the Transcript's move to our new home on substack, the palpable excitement about reopening, and Coinbase's moat

Show notes:

[00:15]: The Transcript is now on Substack!

[02:26]: Games and group gatherings are back

[03:13]: Gasoline demand is back

[04:32]: Travel and work are evolving

[05:36]: Malls are reopening

[07:41]: Coinbase, an unappreciated moat

[09:39]: Small businesses are upping advertising

[11:43]: Much room for growth in the Cybersecurity market