James Davolos - High Inflation Winners & Capital Light Business Models

Today we welcome back James Davolos onto the show, a portfolio manager at Horizon Kinetics. James joined the firm way back in 2005 and now manages both the Inflation Beneficiaries ETF (INFL) and the Internet Fund. The Inflation Beneficiaries ETF has had great success to date after launching in January last year with over $855 million in AUM and being 26% up last year.

In this interview, we dig into the inflation narrative discussing how much leeway the fed has to raise rates, what would be the consequences of persistently higher inflation and why we should all be looking at capital-light business models.

Enjoy

horizonkinetics.com
@HorizonKinetics

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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