I think this is where your point becomes pertinent when you stretch out beyond this time period in which there's still some residual pent up travel and leisure demand. If we do hit a slight recession or maybe even something a little bit harsher than a mild recession, let's see then the posture that the resorts are taking. I say for one that they will probably try to entice those in-veterate gamblers that the core of their business back in and maybe ease up a little bit on those payouts.
It’s tough facing the house, whether you’re playing it or trying to pay for one.
(00:21) Asit Sharma and Dylan Lewis discuss:
The latest housing data, showing high rates are affecting mortgage and refinance applications. The broader economic strength we’re continuing to see in spite of high rates How Las Vegas strip operators are tweaking their businesses to grow.
(12:22) Dana Corl and Keith Speights talk about big pharma’s focus on the weight-loss space.
Companies discussed: MGM, CZR, LLY, NVO, WW
Host: Dylan Lewis Guests: Asit Sharma, Dana Corl, Keith Speights Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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