Smith: The numbers say you shouldn't be frightened

Mark, from a portfolio manager's perspective, are you at least a little frightened or have you changed anything about your methodology based upon what you've seen over the last week or so. >> Well, thanks for having me on, Dom. Uh, not frightened at all.The numbers are dictating that you shouldn't be. Um, 83% of S&P 500 names uh beat their earnings in the last earning season. So, um, nothing to be frightened about there.You're you're going to have any serious correction here that those numbers have got to c ...