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**This originally aired as a video webcast on Hedgeye.com on June 9, 2021**
Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide.
In this edition, Keith is joined by James Davolos, Portfolio Manager at Horizon Kinetics.
For access to the rest of our special "Inflation Tsunami" interviews, click here.