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On today’s show, we discuss:
- After a timeout, back to the meat grinder!
- What businesses do > what businesses say
- The US consumer is starting to freakout
- Has housing “bottomed”?
- Wall Street is losing out to amateur buyers in the housing slump
- American Express earnings
- Visa earnings
- How parenting today is different and harder
- Car leasing plummeted during pandemic, could take years to recover
- Americans are gobbling up takeout food, restaurants bet that won’t change
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