Reimagining the Mall with Simon Property Group's Eric Sadi, Plus Why Stores Still Matter and On Keeps Running.

Simon Property Group's Eric Sadi joins Steve Dennis and Michael LeBlanc to make the case for the modern mall as a "third place"—not a relic, but a reimagined destination pulling billions of visits a year. Plus: inflation's quiet return, standout earnings from On and The RealReal, Amazon's latest AI move, and yet another lazy media narrative about the death of stores. Spoiler: the obituaries are still wrong.