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EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc

Focused Compounding

00:00

Are You Trying to Avoid Inflation?

Buffets talked about, you know, the best way to combat inflation is to own businesses that can basically raise their prices. But most businesses can't come like that in real terms; earnings might be up but business will have to invest more or more dollars into it just to stay ind place. So how do you that going forward? And how are you thinking through all these things as it relates to investing and looking at companies? I mean, what are your thoughts on that?

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