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/

 

 

Enjoyed this read?

Share it with someone who’d love it too!

New to investing?

Explore these valuable guides to get started.

Related Articles

Current Thoughts on Tesla – Ep 254

📩 Join 94,000+ readers on my FREE weekly email newsletter:  The EV Industry Landscape article: https://investor.fm/the-ev-industry-landscape/ 📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active...

Europe Can’t Hide Behind America Anymore – Ep 253

📩 Join 94,000+ readers on my FREE weekly email newsletter:    📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...

The Reputational Bankruptcy of the American Dollar – Ep 252

📩 Join 94,000+ readers on my FREE weekly email newsletter:    📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...

Tariffs, Debt, and a Recession by Design – Ep 251

📩 Join 94,000+ readers on my FREE weekly email newsletter:   📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...