Walmart and target posted that their inventory levels rose by more than 30 % each ilow. The reason this is so important is it is a real finger on the pulse of the consumer. Interestingly, in aggregate inventory to sales, or atios, is actually not that high.
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/