Guest
Ian Dunlap
An investor and Market Mondays co-host known for long-term stock picks and blunt market calls.
Circuit updated July 21, 2026
Notable quotes
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“even though they of course have the real estate as a long-term investment play, which will work in perpetuity, I don't think people want to pay a premium price for the stock if you have those competitive headwinds coming.”
Ian Dunlap · Read the story -
“McDonald's competitor isn't Burger King or Chipotle or Cava. It's Lily and Waggoi and that whole suite of products.”
Ian Dunlap · Read the story -
“McDonald's, Starbucks, and a few other fast food chains biggest competition is Eli Lilly.”
Ian Dunlap · Read the story
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