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The Seen and the Unseen, hosted by Amit Varma, features longform conversations that aim to give deep insights into the subjects being discussed. Timeless and bingeworthy.
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PREVIEW: Economic Indicator: Continued Strength in RV Manufacturing
Guest: Jim McTague
Jim McTague, a former Barron's editor, reports on a conversation with a driver whose job is delivering expensive RVs from Elkhart, Indiana, across the United States. McTague was curious what this activity meant for the broader economy, as he would have expected manufacturing to slow seasonally. He also anticipated a slowdown given consumer reluctance to overspend or make significant capital purchases. However, this industry insider told McTague that he sees no diminution in RV manufacturing. The continued strength in production suggests underlying economic resilience despite expectations of consumer pullback.
Guest: Jim McTague
Jim McTague, a former Barron's editor, reports on a conversation with a driver whose job is delivering expensive RVs from Elkhart, Indiana, across the United States. McTague was curious what this activity meant for the broader economy, as he would have expected manufacturing to slow seasonally. He also anticipated a slowdown given consumer reluctance to overspend or make significant capital purchases. However, this industry insider told McTague that he sees no diminution in RV manufacturing. The continued strength in production suggests underlying economic resilience despite expectations of consumer pullback.
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