—Consumers are not saving much
—PC markets might have bottomed
—EVs require 6X as many minerals as ICE cars

Link: [https://thetranscript.substack.com/p/08-14-2023-past-the-peak-free](https://t.co/Iu3XSAjAyk)

Peter Zeihan has been talking about the more complicated supply chain for EVs for quite a while. There’s a lot of dependencies and a lot of geopolitical risks getting the metals to build EV batteries at scale.

Nathan Worden

Maintaining a restrictive stance may involve cutting the fed funds rate next year

Past the Peak

In our newsletter this week:

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