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.
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The Grant Williams Podcast: Chris Bloomstran, Semper Augustus Investments Group - Preview
The End Game Ep. 19 - Gerard Minack PREVIEW
The Grant Williams Podcast: Luke Gromen, FFTT LLC - Preview
The End Game Ep. 18 - 'Markets In Turmoil' Edition feat. Marc Cohodes & Dr. Ben Hunt
Super Terrific Happy Hour Ep. 10 - Just The Two Of Us - PREVIEW
The End Game Ep. 17: Milton Berg Preview
The End Game Ep. 16: Russell Clark - Preview
The Narrative Game Ep. 5: Casino! - Preview
The End Game Ep. 15: Jim Stack - Preview
The Grant Williams Podcast: Anthony Deden, Edelweiss Holdings - Preview
The Grant Williams Podcast - Short Shrift
Super Terrific Happy Hour Ep. 9 - David Rosenberg: I've Never Met A Rude Canadian
The Grant Williams Podcast - Both Sides Of The Coin: A Civilized Bitcoin Debate
The End Game Ep. 14 - Paul Singer
The End Game Ep. 13 - The Return Of The Lord Of The Dark Matter
Super Terrific Happy Hour Ep. 8 - Peter Atwater: Our Sentimental Friend
The End Game Ep. 12 - Fred Hickey
The End Game Ep. 11 - Jim Rogers
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