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

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