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Sean Stannard Stockton - Managing In a Volatile Environment

The Business Brew

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The Ripple Effects Are Not Ripples

I think that i'm investors who have spent the last two years thinking of themselves, well, gosh, this is an unusual time, but it's all going to normalize at some point in the future. Have had those illusions shattered. And recognize that, i think about cove it a little bit like if you drop im a rock into a lake, right? S these ripple effects. But covid was like a boulder being dropped into the lake. The ripple effects have been seen in these dynamics around trends that we talked about earlier, in different parts of t e economy going in very different directions. No other recession has seen those two industries move in such dramatically different directions.

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