In this episode, we discuss key takeaways from the retailers' Q2 results, the implications of falling used car prices, and how streaming companies are eyeing a piece of the live sports market.
The episode is based on yesterday's newsletter which is available on Substack.
A transcript of this podcast, with relevant images and quotes, is available for subscribers only after the show notes below.
Show Notes
00:00:00 Introduction
00:01:30 A lot of conflicting data
00:03:03 Retailers working through excess inventory
00:03:52 Consumer demand is weak in certain markets and used car prices declining
00:05:25 Streaming companies venturing into live sports
00:08:10 Conclusion
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