We always think of things as being the snap test.

Like if a company disappeared, instantly things would get much, much worse if Taiwan

semiconductor disappeared.

But things would get gradually much, much, much worse if ASML disappeared because ASML

is absolutely crucial to manufacturing for Taiwan semiconductor amongst many others.

I'm Mary Long and that's Bill Mann.

He recently appeared on the Bigger Pockets podcast on the market.

Today we're sharing that episode with you.

Host Dave Meyer caught up with Bill to talk about the global economy, the reaction to the

return of normal interest rates, China's real estate situation, and the two most important

companies in the world that aren't often discussed.

I'm doing great and I'm very excited to be talking to you.

For everyone who doesn't know you from your work at the Motley Fool, can you tell us just

a little bit about yourself and your work?

So I am the director of small cap research here.

I also have our international brief at the company.

The Motley Fool is almost entirely equity based.

We look for companies all around the world and we have a very specific style where long

term buy and hold investors, we believe that people are best suited doing the work and

making decisions for themselves.

And so for my own standpoint, I view every day for me as kind of being like a treasure

hot.

...