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WMTDLTRDGBEARISHSubstantive discussion · 3/5

High energy prices hurt low-end retail spending

The guest argued that elevated gasoline prices, a result of the refining problem, divert consumer spending from discretionary retail into the gas tank, pressuring low-end retailers.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE