Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing
Thematic Investors
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Navigating Inflation: Insights from a Finance Expert
James, a portfolio manager at Horizon Kinetics, shares his journey in finance and discusses the firm's investment strategies. The chapter explores the implications of inflation on the investment landscape, highlighting the need for a new approach in a changing macroeconomic environment.
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