Topics Covered:
Why it “feels” like a recession — even if it’s not official
The bullwhip effect and what shipping data is telling us
Consumer slowdown: anecdotes, vibes, and Domino’s earnings
Why tariffs may create hidden entrepreneurial opportunities
Services vs goods recessions: which one hits harder?
Brand winners and losers: the surprising Chili’s comeback
Is Gen X the forgotten generation?
How generations might need to collaborate to move forward
Do we still care about art, or are we remixing ourselves into oblivion?
Timestamps:
00:00 – Calm Before the Storm: Setting the Scene
01:00 – Click Beta Ground Rules and Introductions
04:00 – Are We in a Recession or Just Vibe Checking?
08:30 – Bullwhip Effects and the Domino’s Data Point
12:00 – Tariffs, Consumption Shifts, and Board Game Economics
17:00 – Brand Battles: Chili’s vs the Field
21:00 – Are We Screwed? The Calm Before What Storm?
25:00 – Multiples, Flows, and Why the Market Might Shrug
29:00 – Policy Flip Points and Election Timing
34:00 – Reshoring, Opportunity Zones, and American Manufacturing
41:00 – Generational Vibes: Are Gen X and Millennials Screwed?
47:00 – Do We Still Care About Art? (Or Just Remix It?)
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