This episode is brought to you by StockMarketHats.com -- claiming to be stylish and funny. To avoid ads, consider becoming a premium subscriber.

Allen Bond, managing director and portfolio manager at Jensen Investment Management in Lake Oswego, Ore., joins the podcast to provide some stock picks for an increasingly uncertain -- and inflationary -- time in global financial markets.

• Investors have two major issues they're grappling with right now: Ukraine and inflation (5:51);
• To protect against inflationary pressures, Jensen looks for businesses that have pricing power (11:11);

• Mastercard (MA) and TJX (TJX) are two such stocks (13:29);

• Background on the guest (19:36);

• Three additional stock ideas, starting with ADP (ADP), another company that is difficult to displace (28:54);

• Broadridge Financial Solutions (BR), the leading provider of proxy services (35:51);

• Pfizer (PFE) has sold off since making Covid vaccine headlines last year, but continues to generate a ton of cash -- and put it to productive use (43:26).

• Website: JensenInvestment.com;

• LinkedIn.

Not intended as investment advice.