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s04e03 - Truist Securities with Barry Jonas

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Manage episode 479565490 series 3411040
Content provided by ReelMetrics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ReelMetrics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Nick & guest co-host, Lucien Wijsman, speak with Barry Jonas, Managing Director and Senior Gaming Equity Analyst at Truist Securities. Learn about Wall Street's take on the gaming industry, including investor likes / dislikes, the ins and outs of valuation and demand forecasting, trends exciting / worrying investors, and the potential impacts of Trump tariff and immigration policies. Also in this episode, configuring multi-game terminals and financial woes at Holland Casino.

© 2015 -2025 RM Holdings B.V. and ReelMetrics B.V. All rights reserved.
For transcripts of ReelCast episodes, please see https://www.reelmetrics.com/reelcast.
For legal statements apropos of this and other ReelMetrics content / "Materials", please see https://www.reelmetrics.com/legal

  continue reading

29 episodes

Artwork
iconShare
 
Manage episode 479565490 series 3411040
Content provided by ReelMetrics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ReelMetrics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Nick & guest co-host, Lucien Wijsman, speak with Barry Jonas, Managing Director and Senior Gaming Equity Analyst at Truist Securities. Learn about Wall Street's take on the gaming industry, including investor likes / dislikes, the ins and outs of valuation and demand forecasting, trends exciting / worrying investors, and the potential impacts of Trump tariff and immigration policies. Also in this episode, configuring multi-game terminals and financial woes at Holland Casino.

© 2015 -2025 RM Holdings B.V. and ReelMetrics B.V. All rights reserved.
For transcripts of ReelCast episodes, please see https://www.reelmetrics.com/reelcast.
For legal statements apropos of this and other ReelMetrics content / "Materials", please see https://www.reelmetrics.com/legal

  continue reading

29 episodes

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