Lots More on What Earnings Are Telling Us About Prices Now
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 16 February 2024
⏱️ 31 minutes
🧾️ Download transcript
Summary
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.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | At public, we took fixed income and fixed it. |
| 0:03.0 | Now you can find, evaluate, and buy thousands of bonds |
| 0:06.0 | with an investing experience designed this century. |
| 0:09.0 | Go to public.com slash bonds podcast to get started this podcast is sponsored by public |
| 0:14.8 | full disclosures can be found at public com slash bonds pop culture is |
| 0:21.3 | always evolving and those changes impact our lives and ways that are both visible and not so obvious. |
| 0:27.0 | I'm Lucas Shaw and I cover the business of prop culture for Bloomberg. |
| 0:31.0 | My job is to uncover how entertainment is changing and explain what that means |
| 0:34.6 | for you. Because context changes how you see things, how you change things. Context changes |
| 0:40.3 | everything. Start exploring my coverage and more at Bloomberg.com. |
| 0:54.0 | Bloomberg Audio Studios. Podcasts, Radio News. |
| 0:57.0 | I will say, Bucky's is maybe the most confusingly amazing place on the planet. |
| 1:06.0 | Right. |
| 1:06.4 | It is a mind-boggling experience. |
| 1:10.3 | Sam is telling us a story about buckies. |
| 1:12.2 | I heard. |
| 1:13.0 | Wait, why was it? |
| 1:14.0 | Hey Sam, why was it insane? |
| 1:16.0 | I gotta know. |
| 1:17.0 | Wait, are we recording? |
| 1:18.0 | We're recording, right? |
| 1:20.0 | Oh, wait, you guys started without me. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.