Sean Stannard Stockton - Managing In a Volatile Environment
The Business Brew
00:00
Is There a Staclation in the Oil Market?
If you and invest are saying, oh, my gosh, there might be stagflation, so i should sell this company, what you're really doing is your making a bet on your ability to forecast the macro accurately. You don't want to own businesses that have a chance of dying, unless that's part of your strategy and their very small position sizes. This not a one way trade. It's closer to having a portfolio that you're comfortable with and then shifting it around to adapt to the environment that you're in.
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