How We Invest in Inflation – Ep 129

In this important podcast, Vitaliy continues his discussion of investing in an inflationary environment. He goes over a handful of strategies and ways to mitigate inflation risk, including investing in businesses with pricing power, capital intensity, and investing abroad.

He concludes with a short discussion of a new portfolio IMA is putting together for clients to address these issues.

Socially Irresponsible Investing article link: https://contrarianedge.com/socially-irresponsible-investing/

You can read this article online here: https://contrarianedge.com/how-we-invest-in-inflation/

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