Pent-up demand is translating into a big jump in spending, and in this Fool Live video clip, recorded on June 14, Fool.com contributor Matt Frankel, CFP, and Industry Focus host Jason Moser discuss some potential winners. I mean, I took my kids to Disney (NYSE: DIS) World a couple of months ago. If you're worried that this is going to lead to inflation, which a lot of people are and I am, all this wage growth, all spending growth all the supply-chain disruptions, things like that are going to lead to inflation.