The bear market crash for stocks accelerated this week with the S&P 500 joining the Nasdaq Composite and Russell 2000 in falling more than 20 per cent from its peak.

This as the U.S. Federal Reserve scrambles to get the inflation genie under control, let alone back in the bottle, after the Fed let it loose by keeping monetary policy way too easy for way too long.

Long-term investors are being told to not fret and that everything will be just fine over time.

But short-term, where’s an investor to turn?

In this conversation with John O’Connell, we isolate two companies that millions of people use every day.

One is like a toll booth and somewhat inflation resistant.

The other has pricing power in this inflationary environment.

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