Jonathan Fell

Join Jonathan Fell, co-founder of Ash Park Financial and an expert in consumer staples, as he uncovers the surprising success of established food and beverage giants. He discusses how panic buying during the pandemic boosted these stocks' performances and why their resilience continues today. The conversation highlights the age-old advantage of incumbents, the consequences of complacency, and the importance of innovation in a shifting market landscape. Plus, you'll learn about quirky economic indicators like canned soup and lipstick that reveal consumer behavior trends.