Search

Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 12 WATCH Robert Frank
Wealth Editor, CNBC
Eric Schmidt's office made a notable "outlier" investment in a software platform for "luxury travel and experiences." Even deep-tech focused investors see resilience and growth in the "experience economy," particularly at the high end. This implies a belief that luxury consumer spending on experiences will persist despite macro headwinds. Watch luxury travel and leisure names for resilience. Consumer recession or pullback in discretionary spending. CNBC
Inside the Family Office 15 List: Here's what...