Josh Brown says the consumer is strong. These two Best Stocks are ways to play it

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Every quarter, the travel companies report earnings and their CEOs head out to do media, they get hit with the same question about "the state of the consumer." Reporters are begging them to finally say, after years and years, that there is some sort of pronounced, dramatic, across the board slowdown. The CEOs would be glad to oblige; it's nice to have a ready-made excuse for a light profit outlook. The problem is, there simply is not — nor has there been — any sign of a consumer slowdown in any of the numbers. I understand how badly the media wants there to be. It's a more interesting story than "business as usual, people are traveling." They just cannot get confirmat