Bell: Retail has opportunity as prices drop, but consumers remain value-driven.

Lindsey Bell, Chief Strategist at 248 Ventures, discusses the resilient consumer, economy, and marketplace, expressing optimism for the end of the year. She sees opportunities in retail, highlighting Walmart as a top pick due to its market share gains and business model revamp. Bell also addresses the impact of tariffs and the strong dollar on earnings, noting that while tariffs need monitoring, they are not a major concern for the holiday season.