Building a Portfolio that Benefits from Inflation: Live with James Davolos
The risk of inflation is clearly one of the top market narratives for 202 -- but how do you actually build a portfolio to benefit from inflation?
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
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.
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