Full Ep: Stocks for a Long Run of Higher Inflation



Published
Thank you for the great feedback about our new show 3 Ideas. We’re glad you like it, and we’ll keep the actionable insights coming.

In this episode, portfolio manager James Davolos suggests looking at #stocks that will benefit from higher #inflation.

In early 2021, when Davalos and his colleagues at Horizon Kinetics launched their inflation beneficiaries fund, people thought they were crazy. It’s clear now that they were well ahead of the game.

That's just one reason this interview is well worth your time. According to Davolos, investors who use the trailing 30 years for guidance about the future are simply looking in the wrong direction.

Remember, this is not advice. Rather, this is a launching point for you to do your own due diligence and to make decisions that suit your risk tolerance, your time horizon, and your financial objectives. Recorded on September 28, 2022.

TIMESTAMPS:
1 James's Macro Outlook 00:47
2 Idea 1: PrairieSky Royalty 05:54
3 Idea 2: Archer-Daniels-Midland 0:15:54
4 Idea 3: Brookfield Asset Management 0:22:08
5 The Takeaways 0:30:46

Category
Management
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