Protect your portfolio from rising inflation. This advice has come from quite a few of our guests, but this is from a prior inflation skeptic: this time is not transitory. Stephen Scott from Annapurna offers a list of winners and losers from rising inflation, the bottom line being "real things" benefit, such as hard and soft commodites. The clear losers are - among others - illiquid assets and industries with no pricing power. Stephen tends to wind up with a stock tip in the microcap space. This time, Stephen is nominating Ambertech (AMO) - which the fund owns. He shares a long list of reasons why it's worth a look.
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