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Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas
James Davolos, portfolio manager for Horizon Kinetics, joins Jack to share his investment philosophy for investing in companies with strong pricing power that benefit from inflationary environments. Recorded on November 14, 2024.
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
Follow Horizon Kinetics on Twitter https://x.com/horizonkinetics?lang=en
Follow Jack Farley on Twitter https://x.com/JackFarley96
View all episodes
By Jack Farley
4.9
138138 ratings
James Davolos, portfolio manager for Horizon Kinetics, joins Jack to share his investment philosophy for investing in companies with strong pricing power that benefit from inflationary environments. Recorded on November 14, 2024.
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
Follow Horizon Kinetics on Twitter https://x.com/horizonkinetics?lang=en
Follow Jack Farley on Twitter https://x.com/JackFarley96
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