The Grant Williams Podcast: James Davolos, Horizon Kinetics - Preview

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 31 March 2021

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

One theme which has continually surfaced across just about every episode of The Grant Williams Podcast, is that of the debate surrounding whether deflation remains our likely future, or whether the return of inflation may finally be on the horizon after so many false starts. Given the persistence of the discussion, who better to drag into the ring than James Davolos, of Horizon Kinetics? Horizon has constructed an ETF designed to provide investors with a way to simply play the inflation narrative – something which is more difficult to do than one might think! In this discussion, James and I dig into how his thinking around inflation has evolved, the problems inherent in trying to mitigate the risks it poses to the average portfolio as it’s constructed today and the role ESG may well play going forward.

Transcript

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0:00.0	Before we get going, here's the bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:38.6	What you're about to hear is a special preview of the latest episode of the Grant Williams
0:43.0	podcast featuring my special guest, James DeVoloss, of Horizon Kinetics.
0:48.8	Throughout the entirety of my various podcast series, one theme has been a persistent talking
0:53.7	point.
0:54.7	That's inflation.
0:56.7	Is inflation likely to return after essentially a 40-year absence or will deflation maintain
1:02.5	the upper hand?
1:04.2	One thing is for certain.
1:06.2	The answer to this important question has the potential to necessitate the biggest
1:10.4	shift in portfolio construction for a generation, a topic James and I delve into during what
1:16.0	was a fascinating conversation.
1:19.5	Every episode of the Grant Williams podcast, including the end game, the super-trophic
1:23.1	happy hour and the narrative game is available to Copper and Silvertier subscribers at my
1:28.1	website, Grant-Williams.com.
1:31.4	Copper tier subscribers get access to all the podcasts, while members of the Silvertier
1:35.8	get both the podcasts and my monthly newsletter, things that make you go hmm.
1:40.5	So if you enjoy what you hear on this show and you want more high quality content like
	...

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