Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas

Update: 2024-11-17

Description

James Davolos, portfolio manager for Horizon Kinetics, joins Jack to share his investment philosophy for investing in companies with strong pricing power that benefit from inflationary environments. Recorded on November 14, 2024.

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

Follow Horizon Kinetics on Twitter https://x.com/horizonkinetics?lang=en

Follow Jack Farley on Twitter https://x.com/JackFarley96

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Citrini’s Top 25 Trades For 2025

2024-12-3101:54:24

Dr. Darrell Duffie on Liquidity Strains at Year-End/Quarter-End and When Fed Reserves Will No Longer Be Ample

2024-12-2901:10:05

The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months

2024-12-2651:56

From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond

2024-12-2301:50:57

U.S. Recession To Be Revealed By January 2025 “Data Bomb” | Danielle DiMartino Booth

2024-12-1901:04:48

Jack Farley & Max Wiethe on Fed Hawkishness & Steep Stock Market Sell-off

2024-12-1837:36

Inside the Secret World of Prop Traders | Noel Smith of Convex Asset Management

2024-12-1755:33

The Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price Spiral

2024-12-1501:21:43

20% Decline In Stocks By First Quarter 2025? Felix Zulauf on a Bubble In S&P 500, Yen Carry Trade, and Bond Market Rollercoaster

2024-12-1256:49

Active Management Still Matters in Emerging Markets | Jamie Carter

2024-12-1001:17:16

Rumors of Job Market Demise Have Been Greatly Exaggerated | Jack Farley & Max Wiethe

2024-12-0801:04:20

The Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve

2024-12-0401:13:57

The Investor Up 1000% With No Down Years | Chris Brown of Aristides Capital

2024-12-0301:04:21

Financial Markets Remain Abnormal | Andy Constan on Flat Yield Curve, Expensive Stock Market, and MicroStrategy

2024-12-0101:24:55

Joseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry Trade

2024-11-2701:28:47

The Easiest Way to Launch a Hedge Fund | Understanding Fund Spinouts with Farid Guindo

2024-11-2754:00

Banks As Synthetic Hedge Funds | Elham Saeidinezhad on Private Credit ETFs, Interest Rate Swaps as Repo, and the Increasing Interconnectedness Between Banks And Nonbanks

2024-11-2401:58:22

S&P To 7000? | Warren Pies On Why Stocks Aren’t Overvalued

2024-11-2001:29:36

How To Build A Billion Dollar Hedge Fund From Scratch | Dan Rasmussen

2024-11-1955:02

Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas

2024-11-1701:21:03

00:00

Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas

#box-pro-ellipsis-173600855470061{-webkit-line-clamp:2;}Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas

Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas

Jack Farley

Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas