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Ensuring Quality in Your Investment Strategy with Chris Cerrone

Capital Club

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Is Inflation a Multi Factorial Thing?

Inflation is something that is always around us. And maybe inflation is given greater weight today versus five years ago, but it's still part of that conversation. It should still be part of this quality analysis of, okay, if we are entering into an inflationary state, how will this name or this company perform? I mean, that's the takeaway that I got. The framework that we've developed for thinking about investments that sort of protect the investor most during periods of inflation ends up identifying quality businesses.

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