Finding Great Growth Companies with David Rolfe
Excess Returns
00:00
The Bottoms Up Stock Acres
I wanted to sort of pivot to just sort of like some macro stuff. So do you think about inflation or other macro related issues? I mean, you're clearly bottoms up stock acres. But I'm just wondering, does any top down stuff come in to the process? Only at an industry level. We've never played that that we've never used economic data, broad macro economic data to drive industry weightings or anything like that.
Transcript
Play full episode
