The Business Brew podcast offers long form interviews with investors and business people by the insightful host Bill Brewster. Earlier this month, Ensemble Capital’s CIO Sean Stannard-Stockton sat down with Bill to discuss:

• The state of financial markets and the economy, the risks at hand, and the extraordinary investment opportunities available today for long term investors.
• How Ensemble’s research team works to manage emotions and decision making performance during conditions of high stress.
• How we are thinking about the unexpectedly weak corporate performance of Netflix so far this year and why we view the decline in the stock price as extremely excessive even while fully recognizing the challenges at hand.
• Why investors are poorly served by attempting to jump back and forth between different stocks or classes of business when economic conditions change, and are much better off focusing on owning resilient, strong companies at all times.
• The unusual ways that COVID has scrambled the economic cycle such that parts of the economy are busting while other parts are booming at the same time.
• The way that remote work presents a huge opportunity for investment firms to greatly improve the quality of their research and decision making processes, and why firms that resist this shift will face significant challenges in the years ahead.

In addition to the embedded audio above, you can find the interview on Spotify, Apple Podcast, or most other podcast players.

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