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@thetranscript
The Transcript
$1.4M follower assets
At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript.
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The Transcript
$1.4MFollowers
@thetranscript08/14/2023
In our newsletter this week:
—Consumers are not saving much
—PC markets might have bottomed
—EVs require 6X as many minerals as ICE cars

t.co
Past the Peak
Maintaining a restrictive stance may involve cutting the fed funds rate next year
Nathan Worden
@nathanworden08/14/2023
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.
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