Episode
Charles’ Take: The Case for Luxury Retail
- Published
- Mar 10, 2026
- Duration seconds
- 382
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Summary
Charles is joined by Winthrop Capital Management CIO Adam Coons to discuss why AI and an aging population create long-term deflationary risks, how a "K-shaped" economy supports luxury retail names,, and why software leaders like Intuit and ServiceNow are attractive long-term plays as AI acts as a business model enhancer. Learn more about your ad choices. Visit podcastchoices.com/adchoices