Options Insight: How to Play Avis Budget Group

The video discusses the current state of economic expansion in the US, highlighting that it has been seven years since the last recession. It emphasizes the structural elevation of volatility during deep economic expansions and the cyclical peaks and troughs within this period. The discussion also covers the potential for a recession two years after the Fed begins tightening. The second part of the video focuses on the rental car industry, analyzing the impact of Uber and other factors on the market. It suggests potential investment opportunities in rental car companies, particularly Hertz, due to improved pricing and the upcoming summer vacation season.

What factors have contributed to the decline in rental car companies since 2014?

What is the significance of the summer vacation season for rental car companies according to the analyst?