The new episode of the FAZ podcast Finanzen und Immobilien deals with very fundamental questions of investing after the valuation, the right or wrong focus on industries, sectors and regions - and of course inflation and its consequences.

We spoke to the capital market strategist Thomas Lehr von Flossbach von Storch about this.

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The FAZ Podcast Finanzen und Immobilien is the weekly FAZ podcast on the subject of financial investments.

The podcast appears every Tuesday.

All episodes can be found here.