The Importance of Focusing on Quality and a Long-Term Horizon

A lot of the stocks that were driving the indexes higher were these beaten down stocks, whether it was the Chinese names or Twitter lately. So let's go ahead and we're going to step back a little bit. And for this, I want to bring Jeremy on from Roboglobel because there's a lot of different things that are kind of in the works here. He'd like to get your take because we've got inflation, interest rate hikes, we've got, you know, a war in Ukraine. What do you think? Where do you start with the macro economic partHere? Well, I think the drivers of the stock market have changed quite significantly over the past few months