After Hours cover image

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

After Hours

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner