Episode 16: What History Can Teach Us About Inflation - Scott Wallace, Shorepath Capital Management

Scott Wallace was the very first guest on the Biltmore View Podcast in March 2020. There’s good reason for that. Our team at Biltmore considers Scott to be a great investment mind. Within weeks of our first conversation, though, a global pandemic broke out. This proved to be a pretty big deal. Now that things have calmed down a bit, we’re checking in once again with Scott. This time, Scott provides his particular insight on inflation, supply chains, Warren Buffett, and even Cathy Wood. I think you all will really enjoy this back and forth with one of our favorite stock pickers, Scott Wallace of ShorePath Capital Management.

Welcome to this episode of the Biltmore View -

This podcast was recorded on June 24, 2021. The respective opinions expressed are those of Mr. Wallace and the Biltmore Family Office, LLC investment team. The opinions referenced are as of the date of this podcast and are subject to change without notice. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements are not guaranteed. BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.

Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.