I recently caught up with the team at Bloomberg Radio to talk about a range of in-depth business and investment themes impacting the market. I was invited on air following a disappointing earnings release from Target in the US market, falling 25% in one day.

The thing about the Target result is many other businesses are in the same boat. Rising costs are impacting everything — staff, transport, rents. Just about everything thing a business spends money on is rising, which translates to their employees too.

We discussed a range of different outcomes and where I think the best opportunities are at the moment. In essence, the best investments are often the most boring.

Stay up to date with my regular notes as I publish, susbcribe to get them in your inbox. Also, check out Wealthi’s regular research updates here.