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Finding Great Companies in a Challenging Macro Environment with Jeff Muhlenkamp

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 discusses the importance of understanding management incentives and how he incorporates macroeconomic factors into his investment decisions. 00:00 - Introduction 01:35 - Will inflation remain high? 04:50 - Discussing the likelihood of a recession 09:50 - Possibility of another financial crisis 14:20 - Jeff's investment process and criteria for good companies 18:40 - Importance of return on equity in Jeff's analysis 22:10 - Investing in an inflationary vs. deflationary environment 25:00 - Evaluating growth and its sustainability 29:15 - Defining financial strength 32:20 - The role of management and communicating with them 38:00 - What Jeff finds attractive in the current market 47:50 - Technology in healthcare and the future of nuclear power 50:15 - Concerns about political decisions impacting innovation and growth MORE INFORMATION ON MUHLENKAMP https://muhlenkamp.com SEE LATEST EPISODES https://www.excessreturnspod.com FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter:   / practicalquant   LinkedIn:   / jack-forehand-8015094   FOLLOW JUSTIN Twitter:   / jjcarbonneau   LinkedIn:   / jcarbonneau