“What Does the Big Dip in Retail Sales Mean?” –  MI2 Partners’ Julian Brigden hates to say he told you so, but, well, he told everyone so: “The idea that inflation is defeated is a joke.” Now, with a hotter-than-expected CPI report earlier this week, and January’s biggest dip in retail sales in almost 2 years, what’s going on? Julian joins Maggie Lake to discuss what the data means, his short- and medium-term outlook, and where he is seeing opportunities.