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It's Okay to Be Confused

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Manage episode 337735658 series 7799
Content provided by Nick Sorden and The Wise Investor Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Sorden and The Wise Investor Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Simon discusses the very confusing economic backdrop and suggests that the stock market bounce off the June lows could reflect expectations for a more benign slowdown. He makes the case for APTV, BRKB, and DIS as superior operators in a challenging environment. Greg helps to examine the big picture and how support is coming from some unlikely sources. Companies mentioned in this episode include BRKB, DIS, APTV, AAPL, and NFLX.

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736 episodes

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It's Okay to Be Confused

The Wise Investor Show - Baird

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Archived series ("Inactive feed" status)

When? This feed was archived on November 23, 2022 22:03 (1+ y ago). Last successful fetch was on September 18, 2022 13:48 (1+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 337735658 series 7799
Content provided by Nick Sorden and The Wise Investor Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Sorden and The Wise Investor Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Simon discusses the very confusing economic backdrop and suggests that the stock market bounce off the June lows could reflect expectations for a more benign slowdown. He makes the case for APTV, BRKB, and DIS as superior operators in a challenging environment. Greg helps to examine the big picture and how support is coming from some unlikely sources. Companies mentioned in this episode include BRKB, DIS, APTV, AAPL, and NFLX.

  continue reading

736 episodes

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