About this episode

The episode discusses strategies to protect investment portfolios from a potential second wave of inflation.

Oil prices are surging, the Fed is flagging war-driven inflation risks, and consumers are already feeling pain at the pump — raising fears that a second inflation wave could undo the progress made over the past two years. We walk through whether the current macro setup is truly comparable to 2022 and what investors should do differently this time. Today's Stocks & Topics: Covered Calls, Market Wrap, The Auto Industry, S&P Global Inc. (SPGI), Arista Networks, Inc. (ANET), RELX PLC (RELX), How to Protect Your Portfolio from Inflation's Second Wave, Costco Wholesale Corporation (COST), Altria Group, Inc. (MO), Philip Morris International Inc. (PM), Industrial Supply Change. Our Sponsors: * Check out Chilipad and use my code INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

People in this episode

Hosts: Justin Klein, Luke Guerrero

Topics covered

• inflation
• investment strategies
• market analysis
• oil prices
• economic risks

Keywords

• inflation
• portfolio protection
• oil prices
• investment advice
• economic risks

Sponsors

Chilipad, Plaud AI, Quince, TruDiagnostic

Mentioned in this episode

Organizations: S&P Global Inc., Arista Networks, Inc., RELX PLC, Costco Wholesale Corporation, Altria Group, Inc., Philip Morris International Inc., Industrial Supply Change

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