The Acquirers Podcast cover image

Value After Hours S04 E21: Chesterton's fence; When quality fails; Inflation, Data and Predictions

The Acquirers Podcast

00:00

Are You Sure People Aren't Right Now?

The U.S. is running a surplus, and we're eventually going to have to pay the piper some day for that -- but it's not clear when or where. Consumer balance sheets are pretty good, and consumer spending is pretty good. The question is how long will that tinu in dewy see chinks in the armor? And i think the answer to those questions is yes. It does seem like it's being fin at sone credit cuts.

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