We humans are strange creatures. We’re at once deeply rational but susceptible to seduction by pleasing illusions. We want to be ourselves, but we also crave the embrace of the group.

The S&P 500 delivered its strongest quarterly performance since 2020 this past quarter, ascending its tech-built scaffolding to dizzying heights.

Watch the highlights from the 2025 Marshfield Investor Conference.

One way to survive chaotic markets? Invest in companies that thrive on it.