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James Davolos: The Best Businesses To Own During Inflation
Value Hive Podcast
The Inflation Beneficiary ETF
Hard assets broadly can be defined as a finite tangible asset that has pricing power. We tend to skew towards very high quality so the highest quality within that industry and lowest point of the cost curve. A lot of these companies are going to have more trouble reinvesting their cash flow for growth and maintenance capex because of ESG.
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