In this episode, we discuss Nvidia and the AI hype, takeaways from JacksonHole, and the poor comps for retailers.

The episode is based on yesterday's newsletter which is available on Substack.

Mission Not Accomplished

A transcript of this podcast, with relevant images and quotes, is available for all subscribers after the show notes below. Our podcast is available on Apple Podcasts, Spotify, Google Podcasts, YouTube, and Amazon Music.

Show Notes

00:00:00 Introduction

00:00:20 Takeaways From JacksonHole

00:03:25 Poor Comps for Many Retailers

00:05:17 A Pressured Consumer

00:06:38 Shrinkage

00:07:38 Nvidia and the AI Hype

00:10:40 Nvidia’s Moat

00:12:40 Conclusion

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