Evaluating the Macro Landscape and Finding Great Companies with Jeff Muhlenkamp Excess Returns
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- Investing
In this episode of Excess Returns, we speak with Jeff Muhlenkamp, portfolio manager at Muhlenkamp and Company. We discuss Jeff's views on inflation, the likelihood of a recession, and the possibility of another financial crisis. We also take a in depth look at his investment process, which focuses on finding good companies with strong growth, profitability, and financial strength. He also discussed the importance of understanding management incentives and how he incorporates macroeconomic factors into his investment decisions.
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In this episode of Excess Returns, we speak with Jeff Muhlenkamp, portfolio manager at Muhlenkamp and Company. We discuss Jeff's views on inflation, the likelihood of a recession, and the possibility of another financial crisis. We also take a in depth look at his investment process, which focuses on finding good companies with strong growth, profitability, and financial strength. He also discussed the importance of understanding management incentives and how he incorporates macroeconomic factors into his investment decisions.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
1 hr 8 min