This week, Rusty Vanneman and Nick Codola talk with Dan Davidowitz, lead Portfolio Manager of Polen Capital's Focus Growth strategy. In this episode, we will discuss the stumbling of the growth factor and potential impacts on the Mag 7. What happens if earnings for growth companies slow down in this market characterized by high valuations? In addition, we take a look at what impact this could have on the broader global economy, as well as markets.
