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EssentialThe Essential Conversation

A Perfect Storm: Entering the Inflation Vortex

Featuring James Davolos & Jared Dillian

Nov 17, 2021 • 44 minutes

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Essential

The Essential Conversation

A Perfect Storm: Entering the Inflation Vortex

From tapering to capital allocation, James Davolos lays out the trajectory of the inflation-spooked economy.

Featuring James Davolos & Jared Dillian

Nov 17, 2021 • 44 minutes

From Fed tapering to financial capital allocation, James Davolos, portfolio manager at Horizon Kinetics, and Jared Dillian, Daily Dirtnap editor, lay out the near and long-term trajectory of the inflation-spooked economy. The perfect storm of fiscal and monetary stimulus created an inflationary regime this past year, leaving investors wondering what the future of the bond and equity markets will look like. “Food is what really hits peoples’ piggy banks, and that may end up having some kind of social issue,” says Davolos. As the market anticipates rate hikes in 2022 and a plethora of other economic game-changers, Davolos shares his portfolio allocation and holdings, and why the huge wave of demand for energy sets the industry up for high growth. He also examines prophecies of FinTech tailwinds adding to the current inflationary and economic tailwinds. Recorded on November 15, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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