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US consumers

also referred to as: u.s. consumers · us consumer

3 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement May 13, 2022 by David Friedberg · across every show →

Everything said about US consumers, oldest first

May 13, 2022 bearish
Prediction Didn’t hold up
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…”
David Friedberg May 13, 2022 ▶ 1:33:51 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
Jul 8, 2022 bearish
Prediction Not checkable as stated
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.”
David Sacks Jul 8, 2022 ▶ 20:22 E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
Sep 23, 2022 bearish
Prediction Not checkable as stated
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.”
Chamath Palihapitiya Sep 23, 2022 ▶ 26:08 E97: SPAC updates, public/private market overview, Putin's end game & more
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