Lots More on What Earnings Are Telling Us About Prices Now

2024-02-16 · 29 min · 13 entities

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Asserted relationships

→ appeared on Odd Lots podcast

0.63

evidence rules-v4
Lots More on What Earnings Are Telling Us About Prices Now
→ discusses Business concept

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evidence rules-v4
Feed category: Business
→ discusses News concept

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evidence rules-v4
Feed category: News
→ discusses Investing concept

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evidence rules-v4
Feed category: Investing
→ discusses News Commentary concept

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evidence rules-v4
Feed category: News Commentary
→ hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg
→ discusses Business News concept

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evidence rules-v4
Feed category: Business News

Entities found in this episode

concepts 9

mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

0.50

evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

0.50

evidence rules-v4
Feed category: Business News
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses News concept

0.40

evidence rules-v4
Feed category: News
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
discusses News Commentary concept

0.40

evidence rules-v4
Feed category: News Commentary
discusses Business News concept

0.40

evidence rules-v4
Feed category: Business News

companys 2

mentioned Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

persons 1

mentioned Lots More person

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evidence rules-v4
Lots More on What Earnings Are Telling Us About Prices Now

podcasts 1

appeared on Odd Lots podcast

0.63

evidence rules-v4
Lots More on What Earnings Are Telling Us About Prices Now

Episode description as stored

Last year, Corbu managing director Samuel Rines came on Odd Lots to discuss what exactly companies were saying about why they were raising prices. His argument was that in the post-pandemic environment, with all its associated peculiarities and one-off disruptions, businesses were pursuing a strategy of "price over volume" (POV) to boost their profit margins. Since then, the idea of corporate profits contributing to inflation has gone viral, with the Biden administration repeatedly admonishing companies for price-gouging. In this episode of Lots More , we discuss the latest earnings season and what it's telling us about prices right now. Rines argues that the POV strategy is petering out in favor of companies maintaining prices and preserving margins ("Price and Margin") and even beginning to boost their volumes. We also talk about recent job cuts and layoff announcements. See omnystudio.com/listener for privacy information.