Inflation Is Coming Back - Here's Where I'm Buying Pricing Power

分组1 - Stocks are considered riskier compared to cash, as cash retains its value while stocks can fluctuate significantly [1] - Leo Nelissen is identified as a long-term investor and macro-focused strategist, emphasizing dividend growth and high-quality compounders [1] - The investment strategy combines macro analysis with bottom-up stock research to identify businesses with strong cash-flow potential [1] 分组2 - The article does not provide specific company or industry insights, focusing instead on general investment principles and the author's background [2][3]