Exchanging Lanes: Are We Misreading Inflation?

Brad Snyder and Weston Nakamura, a trucker and a trader, are back with Exchanging Lanes to challenge conventional macro data analysis, using real-world, real-time, on-the-ground observations and applying differentiated takeaways. In this episode, Weston and Brad look ahead and explore where disinflation or deflation risk may arise with a focus on inventories. They see massive overcapacity of warehousing in the longer term and offer a non-consensus angle for a potential data misread in consumption trends and inflation drivers for the immediate term. Learn more about your ad choices. Visit podcastchoices.com/adchoices