Smead: Going to be Tough to Kill US Consumer

The video discusses the challenges faced by Target and other retailers due to inventory issues and changing consumer behaviors. It highlights the potential for major shifts in the retail industry, including the possibility of Amazon exiting retail. The discussion also covers the energy market, emphasizing investment strategies and the impact of inflation on stocks and bonds.

What does Cole Smead suggest about the future of big retailers like Amazon in the retail market?

How does Cole Smead describe the current state of the retail business compared to the past?

What is Cole Smead's perspective on the potential for inflation to impact the retail market?