Sean Stannard Stockton - Managing In a Volatile Environment

1

Introduction

00:00 • 2min

2

I'm Glad You're Near the Top of the Repeat Scas

01:59 • 2min

3

Keeping Your Wrists About You in a Volatile Environment

04:18 • 6min

4

The 20 Twenties Are Not Off to the Greatest Start of a Decade

10:06 • 4min

5

The Stagflatinary Drivers of the 19 Seventies

14:10 • 3min

6

Are the Costs That We Can't Get Rid Of?

17:19 • 2min

7

Are You Trying to Replace Stocks That You Don't Know?

19:33 • 3min

8

Growth Is Value A, Is That True?

22:14 • 2min

9

Is the Stock Going Lower From Here or Not?

24:16 • 3min

10

Position Sizing and Stack Ranking

26:58 • 4min

11

Is There a Staclation in the Oil Market?

30:41 • 2min

12

The Resiliency of Portfolio Companies

32:45 • 3min

13

Do Values Impact the Downside and Conviction?

36:14 • 2min

14

Netflix's Terminal Value Business Is So Critical

38:15 • 2min

15

Are You Seeing Subscriber Levels Flatlining in Latin America?

40:23 • 5min

16

The Value Traps in Innet Flix Strategy

44:59 • 5min

17

How to Outperform the Market Price, Right?

49:59 • 3min

18

How Are You Using Trend Analysis in a Recession?

53:15 • 5min

19

Is the Market Signalling That We're Dealing With Long Term Assets?

58:10 • 4min

20

Is There an Air Pocket in Some Stocks?

01:01:50 • 3min

21

Are You Coaching Your Analysts?

01:04:51 • 5min

22

Is There a Shift to Remote Work?

01:09:39 • 4min

23

The Ripple Effects Are Not Ripples

01:13:10 • 4min