EPISODE · Nov 17, 2024 · 1H 21M
Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas
from Monetary Matters with Jack Farley · host Jack Farley
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
What this episode covers
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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Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas
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