Bloomberg Surveillance cover image

Surveillance: 'YOLO' Travel with Capuano

Bloomberg Surveillance

00:00

The Future of Financial Markets

Marriott has 8,500 hotels globally. We only own 20 of those physical assets. Almost the entirety of that portfolio is owned by Chinese companies. I think there was pre-pandemic a shift away from consumption of hard goods towards investment and experiences. The pandemic served as an accelerant and caused that trend to spread across generations.

Play episode from 07:51
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app