Bull Sessions (6/6/2023)

We'll resume our Tuesday Bull Sessions with a check in on the Utility Auto-Pay Demonstration, a few moments with over-stimulated retail, reviewing stock panel selections from the current Better Investing national convention and launch our deeper dive into the future of our electric bulk power system, channeling some of the thoughts and concepts explored with Life After Google several months ago.

In this June 6th, 2023 Bull Sessions episode, Mark Robertson and Ken Kavula discuss current market conditions, recent banking sector developments, and opportunities in emerging industries. They review selections from the Better Investing National Convention Online panel, including positions in regional banks, building materials, and wine distribution. Robertson and Kavula share personal investment experiences, including Ken's successful long-term holding of Nvidia (inspired by George Gilder's "Life After Google") and Robertson's tactical trade in Western Alliance. The discussion emphasizes the importance of studying quality companies at reasonable prices using the Manifest Method, with particular attention to regional banks showing resilience despite recent sector turbulence and the building materials industry demonstrating strong fundamentals and pricing power.