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

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

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

Episoder(2083)

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9 Jan 5min

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Red Equities, Strong Services, and Crypto Volatility: PALvatar Market Recap, January 08 2025

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8 Jan 5min

Trading the Markets: January 07, 2026 | Kris Bullock and Nico Brugge

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☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now i...

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Geopolitics Stall the Rally, Europe Hits Inflation Target, and Crypto Volatility: PALvatar Market Recap, January 07 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

7 Jan 5min

US Stocks Near Records, Weak ISM PMI, and Bitcoin ETF Flows Surge: PALvatar Market Recap, January 06 2025

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

6 Jan 5min

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