Episode 17: Street View with Loop Capital's Anthony Chukumba

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes retail industry expert Anthony Chukumba of Loop Capital to discuss the dramatic shifts in the retail sector. Anthony shares insights into how traditional brick-and-mortar retailers were already struggling before COVID-19, the continued rise of e-commerce, and how the pandemic has accelerated digital shopping trends. He also explains which retailers are best positioned to survive economic downturns and why certain business models are more resilient than others.

The conversation dives into the growing dominance of Amazon, the role of omnichannel retailing, and how companies like Best Buy have successfully adapted to the digital age. Anthony also offers his take on investment opportunities, highlighting stocks he favors and those he’s cautious about. Whether you're an investor, an insurance asset manager, or just interested in the future of retail, this episode provides valuable perspectives on the industry's transformation.