James Davolos

James Davolos, a specialist in water solutions at Horizon Kinetics, dives into the crucial role of water management in the oil and gas sector. He discusses the rising significance of produced water, particularly in the Permian Basin, and how market misunderstandings can create investment opportunities. Davolos also explores unconventional investment strategies, behavioral investing, and the shifting dynamics in competitive landscapes. He emphasizes the need for innovative technologies and strong water management capabilities as essential for future energy success.

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.

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.