Building a Portfolio that Benefits from Inflation: Live with James Davolos

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 12 July 2021

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Real Vision Live Replay: The risk of inflation is clearly one of the top market narratives for 2021, and many investors are buying in. But how do you actually build a portfolio to benefit from inflation? Whether it's energy, real estate, precious metals, or soft commodities, everyone seems to have a different answer. James Davolos, portfolio manager and research analysts at Horizon Kinetics, is responsible for doing just that, in their fund $INFL. In this interview with Ed Harrison, he explains his framework for building a diversified portfolio that benefits from inflation. Davolos also explains what inflation means to him and how he measures it, as everyone seems to have a different definition of what inflation actually is and how best to measure it. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Are you ready for a Monzo Business Bank account?
0:03.3	Heather from the Accountors' Growth Club was.
0:05.3	Knowing what cash I have is really important.
0:08.0	And Monzo Business makes it easy.
0:09.8	It automatically puts 20% of my income into a tax pot.
0:14.0	When it's time to pay your VAT, I always know the money's there.
0:16.8	If you're ready for a Monzo Business account, apply today.
0:19.9	Just search Monzo Business.
0:21.5	Only sole traders or limited company directors in the UK can apply.
0:25.0	Get tax pots with Monzo Business Pro for £5 a month.
0:28.1	Keys and C's apply.
0:58.1	Thank you so much for having me.
0:59.1	I'm really excited to be here.
1:01.1	Yeah, I'm excited to talk to you as well.
1:03.1	And we spoke a little bit before.
1:07.1	You guys, you're coming from a research shop that is very value-based.
1:12.4	Maybe you can walk us through, since this is your inaugural visit to real vision,
1:17.4	what you do and your firm and what your bent is from a investing perspective.
1:25.2	Sure.
1:26.2	So Horizon Kinetics is a fundamental bottom up.
1:29.6	I would call us a eclectic value oriented, mostly equity manager.
1:35.4	But one of the things that's differentiated our firm over the years has been our independent
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.