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Mark Fischer
Head of Credit Research at Octus and guest on this episode, providing bottoms-up consumer spending analysis and insights into sector-level credit trends.
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Jul 23, 2025
• 50min
EP 11 | Del Monte in the Can, Consumer Spending’s Tapped & The IP Is Out of Ideas
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This week, Mark Fischer, Head of Credit Research at Octus, joins to unravel the latest consumer spending trends. He shares insights on a trade-down economy, highlighting how essentials are thriving while big-ticket items languish. Discover why consumers are gravitating toward experiences over minor purchases and the surprising resilience of cruise bookings despite broader spending declines. The conversation also turns to the tired nature of blockbuster franchises, with a critique of Jurassic World and a call for fresh storytelling in an age of IP exhaustion.
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