The Inflation Proof Portfolio - What a Fantastic Conversation.

I love thinking about this inflation proof portfolio beyond just the commodities, which are very, very important. And I think that obviously there's gonna be, I think the new era is going to be a lot higher volatility,. But when you're able to really, we'll lie back on, as you mentioned, the balance sheet, the business model, the cashflow profile, and then the valuation...that's what enables you to see the forest through the trees. If we want to change the outcomes for this really screwed up world, where our wages don't go up, where we're being replaced by technology, where governments are massively in debt ... We've got time to figure that out because