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#40: Grant Williams On Focusing On What's Important

Superinvestors and the Art of Worldly Wisdom

CHAPTER

The Importance of Having a Plan for Inflation

The commodities complex bottoming and starting to show some real signs of life after a long while is indicative that we're moving to that point where expectations are going to increase. portfolios that are structured to profit from deflation will not do very well if we do get an inflationary environment. The information value to you as someone with a portfolio is extraordinarily high because here you've got guys helping you think through the things to look for in lacy's cases.

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