It's nice to have a former guest, Sean Avory back on the podcast.

We talked about the macro and inflationary environment and when we might see a rate of change tailwind.

We also talk about the kinds of companies that should continue to perform well into the future and how disconnected the current businesses are from their stock prices. Eventually the actual business performance will drive these stocks which, given the drawdowns in many of these great businesses, should offer very robust recoveries once the market bottoms and macro stops driving the narrative.

We talked about Duolingo $DUOL $WIX $SHOP $SQ $FVRR $ZM

There will be an epic opportunity to buy so many of the emerging growth brands that have been left for dead, its only a matter of time.