Why the Best Fund Manager of 2022 is Betting on Gold, Water, and Infrastructure скачать в хорошем качестве

Why the Best Fund Manager of 2022 is Betting on Gold, Water, and Infrastructure

👉 Click Here to Subscribe:    / @inthemoneypod   Why the Best Fund Manager of 2022 is Betting on Gold, Water, and Infrastructure | In the Money with Amber Kanwar Markets are shifting, inflation is sticky, and investors are navigating a new regime. In this episode of In the Money with Amber Kanwar, value investor James Davolos of Horizon Kinetics breaks down the end of easy money, the rise of real assets, and why the next decade of investing will look nothing like the last. 📉 James Davolos, portfolio manager of the top-performing Horizon Kinetics Inflation Beneficiaries ETF (INFL), explains how inflation, higher interest rates, and de-globalization are rewriting the playbook. He breaks down the macro forces driving this shift — from tariffs and sticky inflation to the decline of passive investing and risks facing tech. He also unpacks why gold is breaking out despite a strong dollar and why Bitcoin may finally have a role in portfolios. 📊 Then, Davolos shares high-conviction stock picks for a world defined by scarcity and resiliency. He highlights capital-light businesses like Brookfield Corp (BN), Intercontinental Exchange (ICE), TMX Group, PrairieSky Royalty, and Aeris Water — plus gold royalty plays like Wheaton Precious Metals and Franco-Nevada. If you're looking for protection in a changing world, this episode is packed with insight for navigating the next market cycle. Timestamps 00:00 Show intro 02:30 James Davolos explains his unique approach to investing 08:00 Why we're in the midst of a major regime shift 13:05 Why James isn’t even paying attention to tariffs 15:15 Why James likes real assets and how he finds the best ones 21:00 Why James's view on stagflation and rates 23:05 James’s view on gold 25:45 Is this the end to U.S. exceptionalism in stocks? 28:00 ITM Mailbag: Will volatility be good for exchanges like the Intercontinental Exchange (ICE.NYSE) 33:10 Is Brookfield a stock that can help weather the current storm? (BN.TO, BN.NYSE) 40:00 James’s expectations for gold and why he likes royalty streaming companies 44:45 James’s thoughts on bitcoin and the best way to play it 51:00 What does James think about Enbridge (ENB.TO) 57:15 Why James likes Dream Unlimited (DRM.TO) 1:01:30 James’s Pro Picks Sponsors ​​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account and you could earn up to $3,500 cash back! Learn more at https://bmo.com/advancedtrading?ecid=... For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned. Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information Links https://inthemoneypod.com/   / inthemoneypod   https://facebook.com/profile.php?id=6...   / inthemoneypod     / inthemoneypod   questions@inthemoneypod.com DISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions. BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same. In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. #IntheMoney #Investing #StockMarket