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WSJ's Take On the WeekAuthor: The Wall Street Journal
WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. We cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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How One Investor Is Profiting From Consumers’ Love of Travel
Sunday, 2 November, 2025
In this week's episode of WSJ’s Take On the Week, guest host Miriam Gottfried speaks with Eric Resnick, CEO of private equity investment manager KSL Capital Partners, about the resilience of the travel and leisure sector. He explains why he sees leisure travel demand as a powerful anchor that allows the sector to defy pressures typically seen during an economic downturn. We dive into the outlook for corporate travel, the challenges facing new hotel construction, the rising experiential economy and what investors should be watching for as lodging companies like Marriott and Airbnb release their earnings this upcoming week. Correction: Hilton Grand Vacations released their earnings on Oct. 30. An earlier version of this podcast incorrectly said it was releasing its earnings this upcoming week. (Corrected on Nov. 3) This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Gunjan Banerji here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
