durables and services

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 2, 2026 by Jonathan Lewinsohn · across every show →

Everything said about durables and services, oldest first

Feb 2, 2026 neutral
Assertion Supported
Lewinsohn: Top 25% of earners drive ~50% of US durables and services spending
“In places like durables and services, the top 25% are responsible for, say, 50% of the spending.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 1:07:29 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
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