Playing the plan: Mawer’s U.S. equity portfolio | EP86

“Making the macro micro” around demand trends, inflation concerns, valuations, and earnings. We discuss Comcast, Visa, Dollar General, Alphabet, and more.

2356 232

Suggested Podcasts


In Ear Entertainment Limited

IVM Podcasts

Radio Lingua Network

The Slow Melt: a podcast about chocolate

The Wall Street Journal