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/