Inflation To Surge In 2025 (Here's How To Protect Your Wealth) | James Davolos скачать в хорошем качестве

Inflation To Surge In 2025 (Here's How To Protect Your Wealth) | James Davolos

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 Timestamps: 00:00 The Causes of Inflation 2:40 Why Inflation Will Return Higher In 2025 7:43 Investing In Firms With Strong Pricing Power 14:20 Importance of Capital Light Business Models 17:24 Gold Royalty Companies 26:00 Texas Pacific Land Trust (One Of The Best Performing Stocks Of All Time) 38:30 Landbridge 49:28 Financial Exchanges (ICE, CME, etc.) 1:04:20 Portfolio Concentration At The Root Of Many Great Track Records 1:13:01 View On Rates