Eric Resnick

Nouriel Roubini, a macroeconomic expert and professor at NYU, shares insights on Bitcoin’s volatility, calling it a speculative asset. Eric Resnick, CEO of KSL Capital Partners, discusses the rebounding consumer confidence in the hospitality sector, particularly after the elections, and the implications of labor market trends. Both guests emphasize the need to navigate economic uncertainties and regulatory challenges as the industry recovers from the pandemic, highlighting emerging investment opportunities in travel and leisure.

In this engaging discussion, Eric Resnick, co-founder and CEO of KSL Capital Partners, shares his insights from over 30 years in the travel and leisure investment sector. He delves into KSL's origin, the secrets of sourcing lucrative opportunities, and his experiences in the ski industry. Eric recounts a humorous email mishap that played a role in launching the firm, while also addressing consumer expectations in hospitality and the importance of strategic capital allocation. His passion for creating remarkable destinations truly shines through!

Scott Bessent, CEO and CIO of Key Square Group and former Trump adviser, discusses the political implications on monetary policy. Eric Resnick, CEO of KSL Capital Partners, dives into travel sector trends, emphasizing the return to pre-COVID norms amid economic challenges. Daniela Bretthauer, an analyst at HSBC, analyzes retail earnings, shedding light on how major players like Home Depot and Walmart are navigating shifting consumer preferences towards value-centric shopping. The conversation is rich with insights on market dynamics and consumer behavior.