# Bottom-up picks, top-down risks

Page: https://stenobird.com/podcast/on-the-money-with-dynamic-2981275/bottom-up-picks-top-down-risks
Text version: https://stenobird.com/podcast/on-the-money-with-dynamic-2981275/bottom-up-picks-top-down-risks.md
Podcast: [On the Money with Dynamic](https://stenobird.com/podcast/on-the-money-with-dynamic-2981275)
Published: 2026-07-02T19:33:00+00:00
Episode link: https://traffic.megaphone.fm/PHD3031487360.mp3
Audio file: https://traffic.megaphone.fm/PHD3031487360.mp3
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JSON: https://stenobird.com/v1/public/podcasts/on-the-money-with-dynamic-2981275/episodes/bottom-up-picks-top-down-risks
Duration seconds: 1668

## Resource

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.

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## Transcript

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