Can You Hear Me Now, Downturn Resiliency, and Get the Government 10/25/23
Three months after a bold call, our market guest rejoins us to take a “quarter-victory lap” and look ahead to the next opportunity. Plus, we’ll speak with the CEO of one travel company that’s benefitting from one key consumer trend that they expect to withstand an economic slowdown. And while homebuilders have been buying down mortgage rates to make homes more affordable, the calls for the government to step in are getting louder. Our strategist tells us how that approach would work and how likely it is to actually happen.
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Show Notes
Three months after a bold call, our market guest rejoins us to take a “quarter-victory lap” and look ahead to the next opportunity. Plus, we’ll speak with the CEO of one travel company that’s benefitting from one key consumer trend that they expect to withstand an economic slowdown. And while homebuilders have been buying down mortgage rates to make homes more affordable, the calls for the government to step in are getting louder. Our strategist tells us how that approach would work and how likely it is to actually happen.
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