Value Investing and Lifelong Learning with Cole Smead
Excess Returns
00:00
Is the CPI Number Coming Out?
How much time is spent in the office talking about macro related events? Like today, the CPI number came out. Is that do you guys have CNBC up? And is that like a discussion point? I want to ask you to switch gears a little bit here and ask you about the macro backdrop. How does that play into your process thought process with these companies? Sure. It's a good question. But dominantly, every time we look at something right now, we can see that labor is winning.
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