Capital Ideas Podcast
Investing through crisis
Aug 16, 2023
Portfolio manager Justin Toner shares his experience managing stocks in times of crisis. Discussions include contrasting meetings with auto companies, concentration and diversification in portfolio management, journey from stocks to bonds to equity research, and concluding episode with sponsor description.
25:05
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Quick takeaways
- Understanding the market's forward-looking nature is crucial during times of crisis.
- Accurately assessing a company's strengths and weaknesses is vital for making investment decisions.
Deep dives
Lessons from Managing Stocks Through Crisis
In this podcast episode, equity portfolio manager Justin Toner shares the many lessons he's learned from managing stocks through periods of crisis. He highlights his experience starting his career just before 9/11, covering aerospace and defense companies during that time. He discusses the unique challenges and opportunities that arise during times of crisis and emphasizes the importance of understanding the market's forward-looking nature. Toner also shares a story of how a company's decision to increase their dividend during a period of negative sentiment led to significant long-term success for the entire industry.
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