Durables And Services

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Durables And Services, every show

CAPITAL ALLOCATORS Assertion Supported

Lewinsohn: Top 25% of earners drive ~50% of US durables and services spending

“In places like durables and services, the top 25% are responsible for, say, 50% of the spending.”

Jonathan Lewinsohn Feb 2, 2026 ▶ 1:07:29 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)

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