Bloomberg Television 
“Bloomberg Markets” follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Guests include Ernie Garcia Carvana Founder and CEO, Jared Bernstein Council of Economic Advisers Chair, Rachel Reeves United Kingdom Chancellor of the Exchequer, Sarah Samuels NEPC Partner, Marc Lipschultz Blue Owl Capital Co-CEO, Harry Sommer Norwegian Cruise Line President and CEO, and Celine Zhao Optiver Head of US Equity Research.
Chapters:
00:03:07 – Comcast is Considering Spinoff of Cable as Subscribers Flee
00:05:47 – Carvana Soars on Elevated Used-Car Sales: Ernie Garcia, Carvana CEO
00:10:59 – Resilient Consumer Powering the US Economy: Jared Bernstein, Council of Economic Advisers Chair
00:18:46 – UK Rout Deepens as Budget Woes Spread: Rachel Reeves, UK Chancellor of the Exchequer
00:28:31 – Money Undercover: Sarah Samuels NEPC Partner Joins
00:37:18 – Blue Owl Earnings Meet Estimates; Marc Lipschultz Co-CEO Joins
00:44:46 – Stock of the Hour: Norwegian Cruise Boosts Fiscal Outlook; Harry Sommer, President and CEO
00:49:13 – “We aren’t seeing market panic”: Celine Zhao, Optiver
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WTF is he talking about? Its not the same to buy a bag of groceries as before the pandemic.
He's conflating rate of inflation with the net costs of things.
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