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Real Vision: Finance & Investing

Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.21K Ratings

🗓️ 24 November 2017

⏱️ 53 minutes

🧾️ Download transcript

Summary

On the eve of the Holiday shopping season, Stephanie Pomboy (MacroMavens) and Dana Telsey (Telsey Advisory Group) stake very different positions about the health of the retail space and the consumer. Then Jim Sullivan (Green Street Advisors) explains what it all means for the real estate sector. Plus, Mark Spiegel (Stanphyl Capital) discusses a key mistake he made early in his investing career and the valuable lesson he learned as a corporate insider. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Picture yourself on a beach, retired early and enjoying financial freedom.

0:06.7

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0:12.1

help you. We arm you with the knowledge, the tools, and the network to succeed on your financial journey on your own terms.

0:20.0

Take control of your future and visit Realvision.com

0:24.4

forward slash free.

0:25.8

That's Real Vision. Thank you so much for listening to the Real Vision

0:40.7

podcast.

0:41.7

At Real Vision, we pride ourselves in providing the best in-depth expert analysis available

0:47.0

to help you understand the complex world of finance, business and the global economy. If you like what you hear, I hope you'll accept my

0:55.3

invitation to try Real Vision Plus for 30 days for just $1. Visit Real Vision Podcast.com today and join us as we navigate the financial world together.

1:06.0

Cheers.

1:08.0

Today is Thanksgiving in the United States, a time when families all around the country gather

1:17.0

together to celebrate in time-honored fashion. Traditionally, those celebrations have revolved around a huge turkey dinner

1:24.3

followed by a televised football game but in recent years another kind of

1:29.0

coming together has been steadily growing in importance not just for individual families, but also increasingly

1:35.0

for the US economy as a whole.

1:37.0

I'm talking, of course, about coming together to fight complete strangers over a heavily discounted flat screen TV at a big box retailer.

1:46.0

What's more, that particular tradition, dubbed Black Friday as it supposedly marks the time of the year when retailers move out of the red and

1:54.1

into the blackened profit terms has migrated from America to the UK Australia and

1:59.5

beyond as families all across the globe use the singularly American holiday as an excuse to shop

2:05.9

for the kind of bargain that really does bring people together in great snaking lines outside

2:11.7

stores at midnight. With retailers using

...

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