Introduction

We’re back into “growth scare” mode, with weak PMI data out this morning and now Snap Inc.’s digital ad slowdown, too. Is it a Snap-specific problem, or an industry-wide sea change? We’ll get an insider’s view on how to position right now. Plus, we’re seeing more hiring freezes, corporate layoffs and warnings about the low-end consumer on Wall St. What does that say about the Fed’s inflation fight? We’ll discuss. And, we’ll give you three “Buys” and one “Bail” – depending on what kind of slowdown we’re heading into. Gina Sanchez joins us to reveal her top picks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.