Sean Stannard-Stockton Discusses Impact of Tariffs on CNBC
Ensemble Capital’s chief investment officer Sean Stannard-Stockton appeared on CNBC recently. In the clip below, Sean discusses the impact of tariffs on the US economy, which types of companies are most insulated from this risk, why wage growth may not hurt profit margins, and the history of how the Federal Reserve cut interest rates in two separate periods during the 1990s without the moves preceding a recession.
Click here to see the video if you are reading this in your email.
As of the date of this blog post, clients invested in Ensemble Capital Management’s core equity strategy own shares of Nike. This company represents only a percentage of the full strategy. As a result of client-specific circumstances, individual clients may hold positions that are not part of Ensemble Capital’s core equity strategy. Ensemble is a fully discretionary advisor and may exit a portfolio position at any time without notice, in its own discretion.
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