33:10

Essential3 Ideas

Stocks for a Long Run of Higher Inflation

Featuring James Davolos and Samuel Burke

Oct 06, 2022 • 33 minutes

187

12

Essential

3 Ideas

Stocks for a Long Run of Higher Inflation

James Davolos identifies three names fit to thrive in what appears to be a new regime.

Featuring James Davolos and Samuel Burke

Oct 06, 2022 • 33 minutes

Thank you for the great feedback about our new show 3 Ideas. We’re glad you like it, and we’ll keep the actionable insights coming. In this episode, portfolio manager James Davolos suggests looking at stocks that will benefit from higher inflation. In early 2021, when Davalos and his colleagues at Horizon Kinetics launched their inflation beneficiaries fund, people thought they were crazy. It’s clear now that they were well ahead of the game. That's just one reason this interview is well worth your time. According to Davolos, investors who use the trailing 30 years for guidance about the future are simply looking in the wrong direction. Remember, this is not advice. Rather, this is a launching point for you to do your own due diligence and to make decisions that suit your risk tolerance, your time horizon, and your financial objectives. Recorded on September 28, 2022. Show More

World-class investors discuss their top three top ideas for where to put your money right now. From value fund managers to currency strategists, these experts lay their cards on the table and Real Vision hosts ask the hard questions on behalf of our community.

More Episodes

World-class investors discuss their top three top ideas for where to put your money right now. From value fund managers to currency strategists, these experts lay their cards on the table and Real Vision hosts ask the hard questions on behalf of our community.

More Episodes

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