Consumer Sentiment

topic on 2 shows · 2 statements across 2 episodes

All-In TBPN

2 statements about Consumer Sentiment, every show

ALL-IN Prediction Partly held up
Laffont: Consumer sentiment will improve within a month following market rise
“I bet you that now that the market's gone up, we look at sentiment in a month from now, and it'll be like, oh, sentiment's getting better.”
Philippe Laffont May 9, 2025 ▶ 16:25 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
TBPN Assertion Not publicly verifiable
DTC consumer sentiment recently dropped to its lowest level since October
“And on the 18th or just a couple of days ago, consumer sentiment about the economy dropped to the lowest level since October 14th of last year to paint the picture of how are people feeling about spending dollars today?”
Conor Macdonald Mar 24, 2025 ▶ 2:49 Conor Macdonald on "Why Meta Ads Are Failing" and "How AI is Saving E-Commerce".

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