Trends
1 insight from 1 episode.
There is a measurable shift in consumer behavior from digital dating apps to in-person social experiences, as evidenced by declining app valuations and rising bar and restaurant sales.
Impact: Companies in the leisure and hospitality sectors may see sustained growth, while digital-only social platforms may face structural headwinds and declining user engagement.
from AI Valuation Dislocation and Inflationary Wage Stagnation · Prof G Markets · Oct 19, 2026