Why Goldman's Koch Is Bullish on Hotels and Camping Stocks

The video discusses investment strategies, focusing on avoiding bankrupt companies and seeking secular growth opportunities. It highlights the travel industry's potential, driven by millennials' preference for experiences. The speaker emphasizes investment in asset-light hotels and camping, particularly RV parks, as promising areas. A debate on virtual reality's impact on travel concludes the discussion.

How does the speaker view the camping trend in relation to investment opportunities?

What are the potential long-term impacts of virtual reality on travel and tourism according to the discussion?