In this episode, we discuss key takeaways from the Jackson Hole Symposium, the shifting spending patterns of high-income consumers, and the post-pandemic blues of some covid winners. 

A transcript of this podcast, with relevant images and quotes, is available for all subscribers today just below the show notes. The episode is based on yesterday's newsletter which is available on Substack:

Special Note: Tomorrow, after US markets close at 4 pm ET, we will be on Twitter Spaces where will be joined by some special guests to discuss the key themes and takeaways from the Q1 2022 earnings calls. Our guests will be Sam Ro of Tker.co and Alex Morris of The Science of Hitting


Show Notes

00:00:00 Introduction

00:00:07 No Resting Until the Job is Done

00:02:44 Emerging Markets Feeling the Heat

00:03:29 Trading Down from High-Income Consumers

00:06:30 Post-Pandemic Blues

00:09:14 Strong Year for Farmers

00:10:12 Takeaways from Sam Walton’s Made in America

00:11:19 Invitation to Twitter Spaces Tomorrow

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