Bull Sessions (9/6/2022)

Greetings, September! While Ken is on the road again -- and avoiding Punxsutawney -- Mark will be joined by Sean Mace, current Groundhog leader board resident ... Stocks likely to be discussed include Costco (COST) and Tesla (TSLA) and perhaps a few moments with Meme Mania.

In this Bull Sessions episode from September 6, 2022, Mark Robertson and guests Kim Butcher and Sean discuss market conditions during a period of economic uncertainty and Fed tightening. The speakers emphasize the Manifest Method philosophy of finding quality companies at reasonable prices, particularly during downturns when opportunities emerge. They reference David Einhorn's Greenlight Capital approach and Hugh McManus's methodology of identifying 30-year lows, arguing that disciplined investors should increase quality requirements rather than hoard cash. The discussion covers macroeconomic headwinds including Federal Reserve policy, inflation, energy markets, and housing trends, while maintaining that patient, long-term investors can capitalize on market dislocations similar to the 2008-2009 financial crisis.