Investment Strategies to PROFIT From Inflation (Not Just Hedge) | James Davolos

With inflation running hot around the globe, many investors are looking to hedge against inflation. But is that the right goal? On today's episode of Forward Guidance, Jack Farley speaks to James Davolos, portfolio manager at the Horizon Kinetics Inflation Beneficiaries ETF ($INFL), a fund that which, as the name suggests, aims to invest in stocks that benefit from inflation. Davolos argues that inflation will increase the value of scalable, economically resilient business models with exposure to hard assets, and he shares several examples, ranging from gold royalty companies and financial exchanges to timber companies and agricultural processing firms.

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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.