Hitchens's Razor | Group Chat News Ep. 746 - a podcast by Chris "Drama" Pfaff, Dee Murthy & Anand Murthy

from 2023-03-03T04:00

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Today, Dee and Anand discuss a range of topics from finance to lifestyle. They begin with the latest insights on Interest Rates by Category, as shared on The Kobeissi Letter on Twitter. They also explore Macy’s and Best Buy’s Sales Decline, and what it reveals about shopper trends. The duo dives into the tech world, with a focus on Salesforce's 16% surge in share prices, driven by a better-than-expected forecast. Plus, they discuss how VCs have invested $35b in the Direct-to-Consumer industry, according to Rick Zullo on Twitter. Finally, they end on a luxurious note, with Lufthansa’s new First-Class Suite, complete with a double bed and a door that closes. Tune in for these topics and this week’s Winners, Losers, and Content!

- written by ChatGPT

Timeline of What Was Discussed:

Recapping the BIG Ivy dinner. (0:57)
Anand loves razors. (12:58)
Startling interest rates by category. (14:07)
Macy’s is ABSOUTLEY on fire! (19:35)
The market likes a good narrative. (26:30)
VCs may not be that smart. (35:55)
Is Amazon facilitating lending? (45:34)
Flying private is the easiest way to go broke. (47:59)
Winners, Losers, and Content. (52:01)