The Room's been fixated on Warsh's rate hike and yield curve flattening all morning, but they've missed the actual edge: livestream shopping isn't a TikTok novelty, it's a working capital efficiency story hiding in plain sight. When a company sells through live video, returns collapse because buyers saw the product *exactly as it will arrive*—no "photo looked better in person" friction. Inventory turns faster. Checkout happens in real time, not abandoned carts.

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