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Interview with Todd Ahlsten of Parnassus Investments
The JRo Show
Balancing Macro and Bottoms-Up Analysis
While some investors focus solely on bottoms-up analysis, a balanced approach involves considering macro trends such as capital deployment, liquidity, monetary policy, interest rates, and trade wars. Understanding these trends helps in doubling down on stock-specific investments. Central banks and their actions have become increasingly crucial. The key is not predicting GDP but identifying inflection points. Currently, the view is that rates have peaked, emphasizing the value of balancing macro and bottoms-up analysis.
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