Sean Stannard-Stockton Discusses US-China Trade War on CNBC

6 August 2019 | by Ensemble Capital

Yesterday, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC to discuss the recent flaring up in the US-China trade war. The excerpt below is part of the extended interview.

Click here to see the video if you are reading this in your email.

You can read an in depth discussion of how Ensemble is managing risks related to the trade war here or watch one of Sean’s previous CNBC appearances in which he discussed the types of companies we think are best positioned to deal with tariffs.

While we do not accept public comments on this blog for compliance reasons, we encourage readers to contact us with their thoughts.

The information contained in this post represents Ensemble Capital Management’s general opinions and should not be construed as personalized or individualized investment, financial, tax, legal, or other advice. No advisor/client relationship is created by your access of this site. Past performance is no guarantee of future results. All investments in securities carry risks, including the risk of losing one’s entire investment. If a security discussed in this blog entry is owned by clients invested in Ensemble Capital’s core equity strategy you will find a disclosure regarding the security held above. If reviewing this blog entry after its original post date, please refer to our current 13F filing or contact us for a current or past copy of such filing. Each quarter we file a 13F report of holdings, which discloses all of our reportable client holdings. Ensemble Capital is a discretionary investment manager and does not make “recommendations” of securities. Nothing contained within this post (including any content we link to or other 3rd party content) constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instrument. Ensemble Capital employees and related persons may hold positions or other interests in the securities mentioned herein. Employees and related persons trade for their own accounts on the basis of their personal investment goals and financial circumstances.