Mega Cap Mania 5/22/23
Halftime Report
00:00
Consumer-Related Stocks: What's Going On?
I think the consumer is being cautious and consumers can change their mind on a dime. It's really difficult for companies to keep up with that from an inventory standpoint. For us, it's MGM, Marriott, right? I like cross-border travel as a relationship to Marriott. Very little exposures to Macau. Wind has done really nicely in that sector but that's really the exposure that we have.
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