Stock Up and What You Got

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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.

In this episode, Felix and Mihir discuss stories they will follow this summer. These include the fate of neobanks, credit conditions in the United States, a major advance in AI, as well as changes in income inequality. Plus, Mihir makes a major prediction how founders will spend their time now that the stock market has imploded.

Our predictions: https://www.lapecorabianca.com/ and https://www.airalo.com/