XRT - The Middle-Class And Retail Squeeze Is On! (Podcast)
On this episode of the Cocktail Investing Podcast, we focus on the growing headwind for the economy and retail that is associated with our Middle-Class Squeeze investing theme. Consumers, especially those associated with our Aging of the Population investing theme, have racked up record credit card debt over the last several years, and it’s beginning to weigh on their ability to spend. This has reignited a retail apocalypse as the number of announced brick-and-mortar store closings reignites following disappointing holiday sales and same-store comp sales and the continued shift to digital shopping that is part