Ryan Petersen
๐ค PersonAppearances Over Time
Podcast Appearances
I think the market's โ
shrinking again from the peak that we hit post-COVID, but our own volumes were like 30% year-over-year growth.
I've never been like a macro person.
I'm not an investor like that.
So it doesn't matter to me that much.
I guess it's, I mean, Buffett's right.
Like the logistics, but it's the international stuff is so less seasonality.
There's a lot of weirdness in lately in this tariffs data that is just like, I don't know if that means you want to know what the consumers are doing.
Ultimately, what are they buying and selling?
And a lot of, there's just a huge amount of noise.
Like they didn't ship that much less or more because of consumer demand.
That was like, you know, cost and inventory forecasting.
And so I don't, it's probably if I had my access to any data, it would be the consumer sales data from all the customers and inventory levels.
I just don't know.
The sales data, fine.
I like public companies report on their sales.
Inventory data, I've never understood.
government publishes these inventory metrics every month.
Where did they get that?