Discounting Disinflation in ’25, The Footwear Names to Slip Into, Commercial Real Estate Outlook 12/26/24
David Zervos tells us why he thinks the Fed is too restrictive heading into the Trump administratio. A retail analyst brings us the four names he’s most bullish heading into 2025--including one stock that’s up 20% in the past month. Plus, the PMG CEO gives us his read on the health of commercial real estate, and why rents won’t be falling any time soon.
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Show Notes
David Zervos tells us why he thinks the Fed is too restrictive heading into the Trump administratio. A retail analyst brings us the four names he’s most bullish heading into 2025--including one stock that’s up 20% in the past month. Plus, the PMG CEO gives us his read on the health of commercial real estate, and why rents won’t be falling any time soon.
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