A Perfect Storm: Entering the Inflation Vortex

Published on
November 17th, 2021
Duration
45 minutes


A Perfect Storm: Entering the Inflation Vortex

The Interview ·
Featuring James Davolos & Jared Dillian

Published on: November 17th, 2021 • Duration: 45 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.