James Davolos
12 Podcast Episodes
James Davolos: Precious Metals Royalty & Streaming Deep Dive
James Davolos: Precious Metals Royalty & Streaming Deep Dive
Hey guys! This episode, we have James Davolos, from Horizon Kinetics, as a returning guest, sharing valuable insights on... Read more
26 May 2023
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1hr 6mins
Preston Pysh & James Davolos | Bitcoin, Inflation, and Hard Assets | Swan Signal E97
Preston Pysh & James Davolos | Bitcoin, Inflation, and Hard Assets | Swan Signal E97
Preston and James come on the show to talk about structural inflation, Bitcoin as a solution to the deficit problem, and... Read more
22 Feb 2023
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1hr 10mins
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Value Investor James Davolos: Investing, Inflation, Indexing, Crypto & Energy
Value Investor James Davolos: Investing, Inflation, Indexing, Crypto & Energy
Horizon Kinetics is one of the mutual funds that follow the value investing strategy. In this episode, we invited one o... Read more
10 Jun 2022
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36mins
Ep 90 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics
Ep 90 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics
*This Real Conversation originally aired as a webcast live on Hedgeye.com on February 10, 2022*We hosted a new Real Conv... Read more
10 Feb 2022
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59mins
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James Davolos - High Inflation Winners & Capital Light Business Models
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 ba... Read more
3 Feb 2022
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49mins
Building a Portfolio that Benefits from Inflation: Live with James Davolos
Building a Portfolio that Benefits from Inflation: Live with James Davolos
Real Vision Live Replay: The risk of inflation is clearly one of the top market narratives for 2021, and many investors ... Read more
12 Jul 2021
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1hr 5mins
Ep 77 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics
Ep 77 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics
**This originally aired as a video webcast on Hedgeye.com on June 9, 2021**Throughout June, Hedgeye CEO Keith McCullough... Read more
16 Jun 2021
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53mins
James Davolos: The Best Businesses To Own During Inflation
James Davolos: The Best Businesses To Own During Inflation
Let’s talk about the 4.2% elephant in the room, that’s right! This week is all about inflation and luckily we had the pr... Read more
14 May 2021
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56mins
James Davolos - The Inflation ETF, Dollar Debasement & 'Predictive Attributes'
James Davolos - The Inflation ETF, Dollar Debasement & 'Predictive Attributes'
James Davolos is a Portfolio Manager and Research Analyst at Horizon Kinetics. The New York-based asset manager and inve... Read more
13 May 2021
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1hr 1min
Murray Stahl & James Davolos | Why Inflation Hedging Is Critical (Hedgeye Investing Summit)
Murray Stahl & James Davolos | Why Inflation Hedging Is Critical (Hedgeye Investing Summit)
**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020**This is an exclusive "Hedgeye Investin... Read more
11 Apr 2021
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47mins
