Behind The Markets Podcast: Sam Rines
Behind the Markets Podcast
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Building Model Portfolios Using Macro Themes and Bottoms Up Macro
Samuel Rimes: Pepsi pricing's power story is a great anecdote on we've often said, you know, what is the main risk to bond is inflation stocks. Companies are real assets, their brands and their IP, they can grow their cost of goods very often with inflation or time. And this is this example of quantity versus price, real versus nominal GDP.
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