Description

(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