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There is No (Convenient) Alternative

There is No (Convenient) Alternative

Update: 2025-05-19
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Downgrades sound scary, but the U.S. is still the best place for investors to put money to work.




(00:21 ) Asit Sharma and Dylan Lewis discuss:




- Moody’s downgrading U.S. debt, and why it’s somewhere between a symbolic and substantial update for investors.


- Whether the downgrade and “Sell America” thinking means international investors are rethinking “there is no alternative” (TINA) to the U.S.


- Coinbase joining the S&P 500, and crypto’s continued march towards legitimacy.




(16:16 ) Restaurant industry expert and Principal at Technomic David Henkes joins Ricky Mulvey to talk through why more consumers are brown-bagging it for lunch, and what successful restaurants are getting right.




Companies discussed: WMT, COIN




Host: Dylan Lewis


Guests: Asit Sharma, David Henkes, Ricky Mulvey


Engineers: Dan Boyd



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There is No (Convenient) Alternative

There is No (Convenient) Alternative

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