Listening
Conversations with people who move hospitality capital — not influencer travel chat. Listening shelf for operator and capital voices we respect — clearly marked external until Bungah records its own.
External conversations on hotel capital, ownership, and sound money — not Bungah episodes. We link them because they speak the language of deploy, hold, and underwrite.
Nate Tyrrell · CIO, Host Hotels & Resorts
Why listen
Capital-allocation tape on buy / sell discipline, transformational CapEx, scarcity, and EBITDA per key as an owner north star.
External · Not produced by Bungah Capital Intel
Stephen Grambling, CFA · Morgan Stanley
Why listen
A street-research lens on hotel stocks, REIT undervaluation, brand proliferation, and K-shaped demand for public-market comps.
External · Not produced by Bungah Capital Intel
Teague Hunter · President & CEO, Hunter Advisors
Why listen
A transaction and debt-maturity frame for deploy versus wait — including deferred CapEx, catalysts for sales, and where buyers are looking.
External · Not produced by Bungah Capital Intel
Erik Cason · THE Bitcoin Podcast with Walker
Why listen
Sound-money ideology for capital allocators — Crypto Sovereignty, open-source AI that stays yours, and why Bitcoin is political with a capital P. Natural shelf-mate for Sound Asset Lodging.
External · Not produced by Bungah Capital Intel