Loveman got his crummy commercial plug in.
He actually had valid takes
Especially behavior change. Tip cap
This is also baked in the central thesis for cruise. Retirees used to like cruises. If you are 70 you will never set foot on a ship again. I quit for other reasons.
Kids with no money might leap back in but the biz has changed.
Casinos same short term. Medium there will be an economic slowdown like post 2008. Ghost town if you remember