In this episode of Basis Points, Alec, Bryce, and Alex unpack:
- How the pace of technological change is accelerating
- Maintaining valuation discipline in high-growth parts of the market
- Building a ‘Trump-agnostic’ portfolio
- Emerging technologies that aren’t getting enough attention today
- A quick-fire game of ‘Disruptive Technology or Hype?’
- A deep dive on two stocks in the Loftus Peak portfolio, including Alec’s recommended stock at the Sohn Hearts & Minds Conference, Eli Lilly.



