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Steady Lads #21: Is Retail Back? The Alt L1 Thesis! Meet The Lads — Justin Bram
Description
GM! The whole gang is back this week! The Lads examine the Fed's pivot, and figure out if retail is really back. The real meat of the episode is getting to better know one of our own, Justin! We also look at the alt L1 landscape, and have a blast with Pasta of the Week!
In this episode we cover:
00:00 Coming Up On This Episode…
00:25 Title & Intros
01:51 A Dove At Heart: The Fed Pivot
09:49 Is Retail Back?
26:37 The Alt L1 Thesis
35:21 Meet The Lads: Justin
45:38 Pasta of the Week 🍝
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SL Twitter/X: https://twitter.com/0xSteadyLads
SL YouTube: https://www.youtube.com/@0xsteadylads
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* Justin Bram • https://twitter.com/JustinCBram
* Thiccy • https://twitter.com/thiccy____
* Jordi Alexander • https://twitter.com/gametheorizing
* Taiki Maeda • https://twitter.com/TaikiMaeda2