After Hours cover image

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

After Hours

00:00

What Do You Think About Infrastructure?

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.

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