Because if you're going to go grocery shopping, for example, you're not going to get much cheaper than Walmart (NYSE: WMT) or Costco (NASDAQ: COST). The Motley Fool owns shares of and recommends Apple, Costco Wholesale, and Home Depot. In this Fool Live video clip, recorded on May 24, Fool.com contributor Matt Frankel, CFP, and Industry Focus host Jason Moser discuss what this could mean for your portfolio, what type of stocks tend to perform best in inflationary environments, and what's causing the inflation we've been seeing.