Capitalist Investor

The Staycation Trend, Ep #36


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The staycation trend is here to stay. Everyone has been forced to live in their homes 24/7 for months on end. Thousands of vacations have been canceled. And people are realizing that they can invest money into their homes to make them a place they actually want to be. People are investing in remodels, building patios, installing pools, and even putting in home gyms. How do you take advantage of these trends in the market? Listen to this episode of The Capitalist Investor to hear our discussion around the staycation trend—and how to trade it. 

Outline of This Episode

  • [0:25] The staycation trend—and how to trade it
  • [6:13] No need for season tickets for the Cavaliers
  • [7:34] Recognizing the value of the outdoors
  • [9:35] Are staycations here to stay?
  • [13:48] Play this trade through the homebuilders
  • [16:33] DIY on the rise: Home Depot and Lowes
  • [18:40] Cornering the home gym market
  • [22:18] One store is making a comeback

Resources & People Mentioned

  • D.R. Horton
  • Pulte
  • Ryan
  • Houzz
  • Peloton

Connect with Derek Gabrielsen

  • Twitter: @DerekGabrielsen
  • Follow Derek on LinkedIn
  • Send Derek a message here
  • Check out Derek’s YouTube channel!

Connect With Mark Tepper

  • Twitter: @MarkTepperSWP
  • Follow Mark on LinkedIn
  • Send Mark a message here
  • The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

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