Eurodollar University Oh Sh*t... This Just Happened
Nov 20, 2023
This podcast discusses the resurgence of deflation and its implications for the economy. It explores the effects on major retailers like Walmart, the practice of channel stuffing, rising unemployment claims, and the global slowdown. The speaker highlights signs of caution among consumers and the shift towards a deflationary environment.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
The Dangers of Deflation and its Effects on Walmart and the Economy
02:57 • 4min
Examining the Myth of a Soft Landing and Consumer Caution in the Economy
07:11 • 3min
Channel Stuffing, Rising Unemployment Claims, and Signs of a Shifting Economy
09:48 • 3min
Global Economy Slows Down and Deflation Becomes a Concern
13:13 • 5min