#41: James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation
Superinvestors and the Art of Worldly Wisdom
The Future of Commodity Focused Equities
The real benefit of these is that they're not necessarily as leveraged to the underlying commodity cycle so much as they can take advantage of the volatility in those cycles. And particularly the exchanges will do just phenomenally well with volatility, but then also a lot of the royalty companies where Franco and Wheaton have been are thriving on volatility. So I think that this these types of assets are really going to mature and grow the entire market size really markedly in this next cycle because of the quality and all of these characteristics that we have spoken about with these types of asset like business models.
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