The Fleas That Come With the Dog

<p>Simon discusses the current correction in various equity asset classes and places in historical context. He reviews the carnage and suggests that regime change away from high multiple growth stocks is at hand. He brings on Matias to discuss the rationale for owning FBHS, JNJ and GOOGL. Companies mentioned in this episode include FBHS, GOOGL, JNJ, MRK, and SHW.</p>