James Davolos
Portfolio manager for Horizon Kinetics, specializing in inflation-resistant investments.
Top 3 podcasts with James Davolos
Ranked by the Snipd community
Jul 25, 2024 • 47min
#1385 James Davolos on Turning Your Land Into Bitcoin
Portfolio Manager James Davolos from Horizon Kinetics discusses the merging of oil & gas with bitcoin mining & AI data centers in Texas, exploring the impact on artificial intelligence, data centers, bitcoin mining, and the future outlook of this trend.
Nov 17, 2024 • 1h 21min
Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas
James Davolos, portfolio manager at Horizon Kinetics, shares his insights on investing in inflation-resistant companies. He discusses the challenges of managing funds in an inflationary environment and questions the traditional 2% inflation target. The conversation dives into the evolving landscape of West Texas, transforming from grazing land to a tech and energy hub, as well as the strategic advantages of financial exchanges amid market volatility. Davolos also highlights the importance of concentrated investment strategies for capturing unique opportunities.
Mar 20, 2024 • 46min
Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing
James Davolos, Portfolio Manager at Horizon Kin, talks about tackling high inflationary markets and the changing investment playbook. He discusses being a bottom-up investor using unconventional data collection techniques, the concept of 'immaculate disinflation,' and the benefits of AI for investors. Davolos also shares insights on the evolution of financial exchanges and the firm's unique investment strategies in real assets.
