Reflections on Travel and Farewell from the Host

Downgrades sound scary, but the U.S. is still the best place for investors to put money to work.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Moody’s downgrading U.S. debt, and why it’s somewhere between a symbolic and substantial update for investors.

- Whether the downgrade and “Sell America” thinking means international investors are rethinking “there is no alternative” (TINA) to the U.S.

- Coinbase joining the S&P 500, and crypto’s continued march towards legitimacy.

(16:16) Restaurant industry expert and Principal at Technomic David Henkes joins Ricky Mulvey to talk through why more consumers are brown-bagging it for lunch, and what successful restaurants are getting right.

Companies discussed: WMT, COIN

Host: Dylan Lewis

Guests: Asit Sharma, David Henkes, Ricky Mulvey

Engineers: Dan Boyd

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