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Which podcasts are discussing WMT?
60 ATTRIBUTED IDEAS · 49 EPISODES · 25 SHOWS
The shows
CNBC Fast Money
Eurodollar University
Excess Returns
Thoughtful Money
Marketplace
The Knowledge Project
Motley Fool Money
Animal Spirits
Art of Investing
Barron's Streetwise
The Compound and Friends
Bloomberg Surveillance
Invest Like the Best with Patrick O'Shaughnessy
Macro Musings with David Beckworth
Odd Lots
Prof G Markets
The Acquirers Podcast
The Business Brew
The Julia La Roche Show
The Rational Reminder Podcast
The Tim Ferriss Show
We Study Billionaires - The Investors Podcast Network
Wealthion - Be Financially Resilient
WSJ What's News
Yet Another Value Podcast
Where the discussion went deepest
8 JUL8 JULEURODOLLAR UNIVERSITY · 11:39
Walmart price cuts signal consumer demand destruction
“Walmart's broad price reductions indicate a severely weakened US consumer who is losing purchasing power and forcing disinflation through demand destruction.”
Walmart Is CUTTING Prices Because Consumers Are "Out Of Money"
Core thesis · 5/5Verify in source →
8 JUN8 JUNART OF INVESTING
Retail real estate requires deep tenant relationships
“Commercial retail real estate is a specialized asset class that relies on institutional relationships and precise micro-location dynamics rather than simple management.”
How To Survive and Thrive as a Real Estate Developer with John McNellis · with John McNellis
Core thesis · 5/5Verify in source →
22 MAY22 MAYEURODOLLAR UNIVERSITY · 25:00
Broad consumer squeeze feedback loop underway
“The overarching thesis presented is that a slow-rolling consumer squeeze is creating a negative feedback loop: stretched households cut back, retailers fight for value and protect margins by cutting hiring, which weakens income growth, causing consumers to cut back further.”
Lowe's Just Gave A DIRE Warning About Consumers
Core thesis · 5/5Verify in source →
7 APR7 APRTHE COMPOUND AND FRIENDS · 12:30
Market rotation from asset-light growth to asset-heavy value
“The speakers argued a significant rotation is underway, with money flowing out of popular, asset-light growth stocks and into physical, asset-heavy industrial and commodity companies.”
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Core thesis · 5/5Verify in source →
6 AUG6D AGOTHE RATIONAL REMINDER PODCAST · 29:00
Personal experience vs market-cap reality gap
“The guest argued that a key lesson from the COVID crash was the disconnect between personal experience and market-cap weighted returns, which confused many investors.”
Barry Ritholtz: "90% of financial products are crap" · with PWL Capital
27 JUL2W AGOEURODOLLAR UNIVERSITY · 03:45
Consumer pullback stresses corporate sales volumes
“The speakers argued that consumer demand is buckling under price fatigue, forcing volume drops for staples and discretionary companies alike.”
The “Safest” Companies Are Warning the Consumer Is Breaking · with Nestle
In depth · 4/5Verify in source →
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