Inventory Glut

topic on 1 show · 1 statements across 1 episodes

All-In

1 statements about Inventory Glut, every show

ALL-IN Prediction Not checkable as stated
Chamath predicts retail over-inventory could trigger a severe recession
“The next step beyond all of the supply chain issues could be and I think Saks has been talking about this a lot, like a pretty bad recession if these companies have all this inventory and they don't know how to get working capital.”
Chamath Palihapitiya Feb 5, 2022 ▶ 16:54 E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen

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