How We Invest in Inflation – Ep 129

In this important podcast, Vitaliy continues his discussion of investing in an inflationary environment. He goes over a handful of strategies and ways to mitigate inflation risk, including investing in businesses with pricing power, capital intensity,...

In this important podcast, Vitaliy continues his discussion of investing in an inflationary environment. He goes over a handful of strategies and ways to mitigate inflation risk, including investing in businesses with pricing power, capital intensity, and investing abroad.

He concludes with a short discussion of a new portfolio IMA is putting together for clients to address these issues.

Socially Irresponsible Investing article link: https://contrarianedge.com/socially-irresponsible-investing/

You can read this article online here: https://contrarianedge.com/how-we-invest-in-inflation/

 

 

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