2min chapter

Hedgeye Podcasts cover image

Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

Hedgeye Podcasts

CHAPTER

The Shift to the Bottom Line

Many companies are reporting negative volumes and coming right off of positive pricing. "All the models assume five percent more pricing moving forward," he says. The people in charge meaning retail don't know what's going on, so they can't adjust their costs fast enough to catch that Pricing increase is a huge shift to the bottom line because you can't adjust your costs fast enoughto catch it.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode