Originally Posted by
Ben Rhimene
The Disney experience for NBA and MLS will provide a lot about the trajectory for sports, and I agree concerts will follow. I wonder about real estate, as most of the job loss has been retail, etc and that tends to be rental base. Landlords will be hurting cuz of supply/demand imbalance but equity/housing is a longer outlook.
I kinda get you on the scared money point, but you can split the difference and buy the debt, which is yielding nicely now depending on sector. And you've got a stronger position if it goes into bankruptcy...