US Consumers
topic on 5 shows · 8 statements across 8 episodes
Another Podcast 
American Optimist 
Capital Allocators 
All-In 
20VC
8 statements about US Consumers, every show
Lewinsohn: US consumers and corporates have been historically under-leveraged
“Part of the reason we've been more bullish on the economy than some others over the last few years is the U.S. Consumer and the corporate have been historically under levered.”
Gave: Companies Geared to US Consumption Will Struggle
“Anybody geared to U.S. Consumption, I think, is going to be struggling.”
Credit Products Are the Primary Customer Hook in the US Market
“No, I don't think so. It's a very credit hungry market. And it's a market where a lot of people have been trained to apply for credit, and that's the hook product.”
Benedict Evans: US consumers will likely never return to $150/month TV spend
“It seems very unlikely that you're going to get everybody in America to go back to paying 150 dollars a month for television.”
Berlia: Selling cheap generic drugs to Americans takes 5 to 15 years
“If you wanted to sell generic dark drugs very cheaply to US consumers, the way the current structure it, you have to have a five to 10 to 15 year timeline or horizon to make it happen.”
Chamath: The US consumer faces a tough 18 months through 2023
“The bad news is I think that it's going to be a really tough sticky time for the US consumer probably over the next 18 months.”
Sacks: Consumer spending behavior will pivot downward to match poor sentiment
“I think the behavior will catch up with the sentiment. I think the behavior is pivoting.”
Friedberg: US faces consumer credit crisis within nine to twelve months
“I really think we're going to run into a consumer credit bubble here. I do not think that consumers are going to slow down their spending or change their lifestyle as quickly as investors are changing their investing style. We have seen investors in public mar…”