After Hours cover image

Are we witnessing a sharp decrease in income inequality? And: Why is Mihir watching inventory levels?

After Hours

00:00

Stock Up and What You Got

If the consumer's really weakening, especially the low end consumers, that's a good sign of recession. So i think just watch inventory levels. The great thing about business and h economy is you can follow it in a fancy way,. Just look what's going on, look at the discounting rcon se and the intensity of it.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app