Building a Portfolio that Benefits from Inflation: Live w...

What this episode covers

Real Vision Live Replay: The risk of inflation is clearly one of the top market narratives for 2021, and many investors are buying in. But how do you actually build a portfolio to benefit from inflation? Whether it's energy, real estate, precious metals, or soft commodities, everyone seems to have a different answer. James Davolos, portfolio manager and research analysts at Horizon Kinetics, is responsible for doing just that, in their fund $INFL. In this interview with Ed Harrison, he explains his framework for building a diversified portfolio that benefits from inflation. Davolos also explains what inflation means to him and how he measures it, as everyone seems to have a different definition of what inflation actually is and how best to measure it. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Share this episode

Similar Episodes

Beating loneliness by bridging the generation gap

Apr 21, 2026 ·13m

Robotics and the Future of Aged Care

Apr 19, 2026 ·16m

The Purpose Paradox: Why Baby Boomers Delay Retirement

Apr 17, 2026 ·13m

A Growing Movement Aims to Prepare All Physicians to Care for Older Adults

Apr 15, 2026 ·12m

Defeating Recurring Charges on Cancelled Credit Cards

Apr 13, 2026 ·11m

If Your Dad Has These 11 Odd Habits, He's More Lonely Than He Admits

Apr 11, 2026 ·16m

Similar Podcasts

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world? Chewing the Fat with WorkForge WorkForge Bite-Sized Conversations for Building a Stronger Workforce Welcome to Chewing the Fat, a podcast delving deep into the world of food manufacturing. Dive into real conversations around critical topics like staffing, retention, onboarding, and career development in this essential industry. Subscribe now to gain insights from your peers, subject matter experts and more on the biggest issues facing food manufacturers today: -Hiring and retaining employees -Addressing the challenges of the Silver Tsunami -Improving time to productivity of new employees -Engaging employees from hire to retire And more... Tune in to Chewing the Fat, a WorkForge podcast, and join the conversation on how to build and sustain a resilient, high-performing workforce in food manufacturing. The Course Mentors Podcast The Course Mentors Hey there, future course creator!Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon!Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks.No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself.Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently Asked Questions

How long is this episode of Real Vision: Finance & Investing?

This episode is 1 hour and 6 minutes long.

When was this Real Vision: Finance & Investing episode published?

This episode was published on July 12, 2021.

What is this episode about?

Real Vision Live Replay: The risk of inflation is clearly one of the top market narratives for 2021, and many investors are buying in. But how do you actually build a portfolio to benefit from inflation? Whether it's energy, real estate, precious...

Can I download this Real Vision: Finance & Investing episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.