About this episode
(00:33) Headlines Portfolio pruning New norms Gritty comebacks (06:19) Newest Recommendations Everyday luxury Coffee bros (15:55) What We Think Now Celsius Holdings Globus Medical On Holdings (27:29) What We're Watching Consumer spending Labor market Holiday expectations (32:08) Preview of Coming Attractions Host: Brian Stoffel Guests: Andy Cross, Emily Flippen, Loren Horst Producers: Bart Shannon, Mac Greer
