As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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Predicting vs. Preparing, Navigating Sticky Inflation & High Valuations (4:19)
In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying
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Strategies to Mitigate the Investor Behavior Penalty (3:40)
The most common and damaging investor penalty comes from rushing in at euphoric high prices and panic selling at the lows. Here's a real alternative.
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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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