Tom Keene
👤 SpeakerAppearances Over Time
Podcast Appearances
How is the American consumer?
This is how you and I first met.
Yes.
Exactly.
No, seriously.
She was 16 years old out of some high school in Texas.
That's what I remember.
The only reason you got on was you and Ken talking fly fishing.
Paul Sweeney with the old Zentner.
Alan, help me here again with the consumer.
You know, the modern statement is a K-shape.
You literally invented this as a cottage industry at Unicredit, I think it was, years ago.
I mean, help us here with a $1,500 disposable income lift in cost due to a gallon of gas.
It crushes how much of America?
Wait a minute.
In Morgan Stanley, where everybody grew up in three zip codes, and you're a country girl fishing and all that, we don't understand those driving times, do we?
You know, children from the East just don't get it, do we?
Let me get this in quickly.
What's investment look like?
We never talk about the eye of C plus I plus G and X, et cetera.