Episode
Bottom-up picks, top-down risks
- Podcast
- On the Money with Dynamic
- Published
- Jul 2, 2026
- Duration seconds
- 1668
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/PHD3031487360.mp3
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Summary
Finding future market leaders to invest in requires rigorous bottom-up analysis, but you can’t ignore top-down considerations. In this episode of the podcast, David Fingold joins Michael Hainsworth to discuss investment process—finding great businesses at good prices and considering the macro view.