Inflation has been the story of 2022. We zoom in on comments from central bank leaders from yesterday’s ECB Forum to see what insights we can glean. (0:14) Dylan Lewis and John Rotonti discuss: - Fed Chair Powell’s comments yesterday from the ECB Forum - Why experts have so consistently been off on inflation - The types of companies you want to own in an inflationary environment - Why Shopify’s stock split is less important than its share structure changes (18:57) Ricky Mulvey and Ron Gross discuss the ins and outs of investing in a bear market and what types of companies you should be keeping an eye on. Stocks mentioned: HD, COST, NKE, DIS, AAPL, MSFT, TGT Host: Dylan Lewis Guests: John Rotonti, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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