inventory glut
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 5, 2022 by Chamath Palihapitiya · across every show →
Everything said about inventory glut, oldest first
Feb 5, 2022 bearish
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.”