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James Davolos: The Best Businesses To Own During Inflation
Value Hive Podcast
The Inflation Beneficiary ETF
The idea of the inflation beneficiary ETF come up is this is kind of your brainchild. James was looking at a variety of different portfolios that focused on hard assets going back as many as five years and there were many iterations of the portfolio. What really crystallized with this fund was in 2020 the magnitude of money printing if you look at M2 money supply growth, deficits combined with zero effective interest rates I we think really pulled forward what has been a slow burning inflationary backdrop.
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