One theme which has continually surfaced across just about every episode of The Grant Williams Podcast, is that of the debate surrounding whether deflation remains our likely future, or whether the return of inflation may finally be on the horizon after so many false starts.
Given the persistence of the discussion, who better to drag into the ring than James Davolos, of Horizon Kinetics?
Horizon has constructed an ETF designed to provide investors with a way to simply play the inflation narrative – something which is more difficult to do than one might think!
In this discussion, James and I dig into how his thinking around inflation has evolved, the problems inherent in trying to mitigate the risks it poses to the average portfolio as it’s constructed today and the role ESG may well play going forward.
The Grant Williams Podcast Ep. 63 - David Hay
The Grant Williams Podcast Ep. 62 - Chris Joye
The Grant Williams Podcast Ep. 61 - Marvin Barth
The End Game Ep. 45 - Kris Sidial PREVIEW
The Grant Williams Podcast Ep. 60 - Richard O’Leary
The Grant Williams Podcast: Shifts Happen - Episode Six PREVIEW
The Grant Williams Podcast Ep. 59 - Tom Bachrach - PREVIEW
The Grant Williams Podcast Ep. 58 - Matt Barrie - FULL EPISODE
The Grant Williams Podcast Ep. 55 - Matt Stoller - PREVIEW
The Grant Williams Podcast Ep. 54 - Danielle DiMartino Booth - PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Five PREVIEW
The End Game Ep. 43 - Steve Eisman PREVIEW
The Grant Williams Podcast Ep. 52 - Brendan Ballou - PREVIEW
The Narrative Game Ep. 9: Dollars, Indictments & ChatGPT - FULL EPISODE
The Grant Williams Podcast Ep. 51 - Peter Atwater - FULL EPISODE
The Grant Williams Podcast Ep. 50 - Diana Choyleva PREVIEW
The Grant Williams Podcast Ep. 49- Julian Brigden PREVIEW
The Grant Williams Podcast Ep. 48- Simon Hunt PREVIEW
The Grant Williams Podcast Ep. 47- David Dorr FULL EPISODE
This Week In Doom Ep. 13 - Traincrash Journalism - FULL EPISODE
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