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Dan McNamara & Michael Gayed: Unveiling the Future of Retail & Commercial Real Estate

Lead-Lag Live

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The Future of Retail Stocks

Dan McNamara: Retail stocks peaked relative to the SP 500 back in 2021, which I'd argue is early 2021 when the bear market really started. You're seeing firms that didn't really adjust to this new world and Bed Bath & Beyond is obviously one of them. People still want to go out and touch and feel stuff and try stuff on, but they don't want to necessarily do it in a dark and closed dirty mall.

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