Inflation has investors asking, which companies can thrive with inflation on the rise? Companies with pricing power of course. But who else? We'll look at to unexpected beneficiaries of higher inflation here. Jason hall joins us to talk through some of the characteristics of companies that keep winning even during periods of inflation.
“We’re not stock pickers, we’re business pickers.” Warren Buffett’s most recent letter reminded investors of the discipline he and his investing team at Berkshire-Hathaway apply to their work each day. And while there’s nearly $150 billion in cash on the balance sheet, Buffett still hasn’t pulled out his famed “elephant gun” just yet.
(0:25) John Rotonti discusses: - His top takeaway from the letter
- Buffett’s praise for Apple CEO Tim Cook
- The case for Berkshire-Hathaway buying semiconductor design company Arm Limited (13:00) Dylan Lewis and Jason Hall discuss two unexpected companies that are winning due to higher inflation. Stocks discussed: BRK, AAPL, NVDA, F, GM, TSLA, MA, BIP, SBUX Host: Chris Hill Guest: John Rotonti, Dylan Lewis, Jason Hall
Producer: Ricky Mulvey Engineer: Rick Engdahl
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