Recession? Forgot to Tell Restaurant Stocks (Podcast)
In this week's Bloomberg Intelligence Radio podcast, restaurant analyst Michael Halen addresses the disconnect between plunging restaurant revenue and the group's stock prices, which are 58% higher than the 13-year average. Amine Bensaid discusses the challenges facing AMC Entertainment, European REIT analyst Sue Munden reveals which sector REITs are most at risk during a coronavirus recovery scenario and Brian Egger details how the virus will lead to a shift in Las Vegas tourist spending. Also, Kenneth Shea talks about potential clear skies ahead for the cannabis industry.
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