Tom McGee, CEO of the International Council of Shopping Centers, discusses the art of retail site selection, including demographics, tenant selection, and lease negotiations. The podcast also explores the importance of location within a shopping center, scalability of tenancy agreements, and factors to consider when selecting a business location. They also delve into the characteristics and customer patterns of Dutch Bros and Starbucks, and the considerations for choosing a drive-through site for safety and traffic management.

Michael McKee, Bloomberg News International Economics & Policy Correspondent, shares insights on the Federal Reserve's cautious optimism regarding interest rate cuts. Tom McGee, President of ICSC, reveals predictions for a significant surge in Black Friday spending, driven by online shopping trends. Andy Bennett, CEO of Driivz, discusses how changes in presidential leadership could reshape the EV industry and enhance charging infrastructure, along with the challenges in integrating EV charging into existing gas stations.

Alison Williams, Senior Global Banks Analyst at Bloomberg Intelligence, shares insights on Morgan Stanley's strategic shift towards wealth management. Brad Stone, Bloomberg Businessweek editor, discusses the lack of bold ideas in the current presidential campaign and its impact on voter sentiment. Tom McGee, CEO of ICSC, offers a look into the 2024 holiday shopping intentions survey, revealing evolving consumer behaviors. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, provides perspectives on today’s market conditions, highlighting investment trends and the retail sector's adaptation to changing habits.

Former CIA paramilitary officer Mick Mulroy and Bloomberg Opinion columnist Bobby Ghosh discuss the Israel-Hamas conflict. Tom McGee gives his forecast for holiday spending season. Joel Weber and Ari Altstedter talk about Lululemon founder Chip Wilson's quest for a cure for muscular dystrophy.

Walter Todd and Alison Williams analyze earnings from Morgan Stanley and Bank of America. Sean O’Kane and Scott Painter discuss the impact of Tesla cutting car prices. Tom McGee shares insights on June retail sales data. Joel Weber and Peter Robison talk about bacteria-tainted eyedrops. Also, market rally and investment strategies are discussed.