This podcast episode discusses various topics including the latest inflation data, the performance of the stock market, layoffs in the tech sector, Disney's decision to lay off its metaverse division, Lululemon's impairment of its Mirror acquisition, the struggles of RH and the strong performance of McCormick, the impact of Jeff Bezos's decisions on Amazon, the likelihood of Bezos becoming an NFL team owner, the potential for Amazon to split into multiple companies, the impact of ChatGPT and DALI on the tech industry, the future prospects of Moderna, and Ron Gross's pick of the week, WESCO International.
