Shrinkflation, Balance Sheet Strength, and VR's Potential in Healthcare

"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses:
- The strength of a company's balance sheet becoming more important
- Increasing data that customers are starting to spend less
- Shrinkflation being a tool some (but not all) companies can employ
- Net expansion being a key metric to watch

(14:45) Sanmeet Deo joins Jason to talk about the potential applications for VR in the healthcare industry and a mid-cap company that may have advantages over the tech giants in the space.

Stocks discussed: KR, ZM, CRM, MSFT, OKTA, META AAPL, PEN
Host: Chris Hill
Guests: Jason Moser, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl