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Bennett Cheer
Hedgeye restaurants analyst and special guest on the episode, providing on-the-ground insights from the consumer and restaurant industry, including franchise and traffic trends.
Best podcasts with Bennett Cheer
Ranked by the Snipd community
Nov 15, 2025
• 1h 12min
"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2
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Bennett Cheer, Hedgeye's restaurants analyst, brings invaluable insights on the consumer landscape, particularly in the restaurant sector. He discusses current traffic challenges, highlighting the importance of innovation. The conversation dives into market volatility and liquidity stresses driven by government actions and Fed expectations. Cheer also touches on recent mergers in the restaurant space, implying both opportunities and risks. The analysis of consumer spending trends reveals generational shifts, prompting a critical view on investment allocations.
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