The In-Person Renaissance

The idea

I believe the last two decades pushed life onto screens, and spending is now swinging back toward doing things together in person, a shift measured in years, not quarters. To express it, I built a broad basket rather than a single bet: the biggest live-event and ticketing names as the core, a wide spread of activity operators so no one fad decides the outcome, the retailers and gear makers who supply participation, and travel companies that turn experiences into trips. I keep a small cash reserve to add on dips, and I would rethink this if in-person spending stalls or reverses for good.