Description
In this episode, we discuss the signals from freight companies on weakening demand, the FTX saga, and the Meta U-TurnShow Notes
00:00:00 Introduction
00:00:07 Inflation Going Down?
00:03:09 The Crypto Crisis
00:07:54 The Meta U-Turn
00:09:36 Semis and the Energy Transition
00:10:06 Conclusion
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