Macro: The Status Of The Affluent Consumer
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0:00 Intro
1:35 The Affluent Consumer: Definitions & Trend
10:45 Leading Indicators About Affluent Consumption
23:42 Earnings Reviews: Are The Rich Still Spending?
36:00 Outlook: Futures After China Deal
Comments
Mav when is the crash ???
AndreasP
2025-05-13 05:27:56 +0000 UTCNice to know we can have a day without mentioning Trump. Remember watching main stream telling us it was the end of the world. Tariff's were going to give us the 100 year recession and sell everything. They got it wrong as always, even Mav didn't see this rebound.. Yes we will have a recession, but its necessary to relocate capital and reprice investment's that made no sense. Its like doing a house deep clean. Trump is cleaning house , but the money laundering deep state are fighting back to keep their free money machine. Not sure who will win.
Contrarian
2025-05-12 21:05:52 +0000 UTCI wanna be like Mav when I grow up. I too wanna be an ‘affluent consumer’🥺Hook me up Mav w the big trades so I can make the big bucks
CanceledMisfits
2025-05-12 04:38:28 +0000 UTCI would expect the BTC jumped with the China deal in the morning but it didn’t just couple hundred here and there half hour later then kinda lost it all back to Thursday level. So far it’s been leading indicators since the bottom in April so not sure why it didn’t jump but the rest of the index future gapped higher
Ming Li
2025-05-12 04:35:49 +0000 UTCBrilliant Mav, thank you.
SW
2025-05-12 04:15:27 +0000 UTCYea if the top 10% are holding things up, but also are dealing with rising unemployment… yea we got something here. What if unemployment remains lower for lower end/middle consumers but also continues uptrend for afluent consumer?
Michael Costa
2025-05-12 03:52:13 +0000 UTCIt’s always enough…anything is enough to moon this market
Adam Scott
2025-05-12 02:48:16 +0000 UTCThe only thing got me confused Why the Chinese representative mention China will fight intill the end When they said they had a deal?🤔
Rico
2025-05-12 02:46:55 +0000 UTC
