2min chapter

What Goes Up cover image

The Case for a Soft Landing

What Goes Up

CHAPTER

No Travel a Lever Stocks

Rihtl: A lot of this is on fears of a hard landing and feeler fears that, you know, credit is going to be a problem. And then also, i think you like a lot of the reopening plays that are tied to the travel industry, the hotel leisure, that type of stuff. If you'll look at some of the no travel a lever stocks, i just booking last night, put up thiry, said that your roomnight growth was 30% higher than two thousand 19 levels. Rihtl: So if you think about a croino across sectors where there's good value, i would say it's in nocum industries where their earnings

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode