

Inflation and Investing
Nov 12, 2021
Join Andy Cross and Jason Moser, insightful Motley Fool analysts, as they discuss the recent surge in U.S. inflation and its effects on investment strategies, especially favoring stocks with strong pricing power. They dissect Disney's struggles with subscriber growth and the successful IPO of Rivian. Bestselling author Ben Mezrich dives into the GameStop short squeeze phenomenon, spotlighting the rise of amateur traders and the changing investment landscape. Plus, playful debates on Arby’s Vodka and promising stocks like Sea Limited and Unity add to the fun.
AI Snips
Chapters
Books
Transcript
Episode notes
Inflation and Stock Market
- Investors are moving from fixed income to stocks due to low returns in bonds.
- Stocks offer better returns and companies can use pricing power to combat inflation.
Investing During Inflation
- Focus on companies selling essential goods and services during inflationary periods. Look for companies with pricing power to protect investments.
Johnson & Johnson Split
- Johnson & Johnson is splitting its consumer products business from its medical device and pharmaceutical divisions.
- This separation aims to streamline operations and focus on core strengths.