These Stocks Will Benefit From a Higher Inflation



In this episode, portfolio manager James Davolos suggests looking at stocks that will benefit from higher inflation.

In early 2021, when Davalos and his colleagues at Horizon Kinetics launched their inflation beneficiaries fund, people thought they were crazy. It’s clear now that they were well ahead of the game. That’s just one reason this interview is well worth your time.

According to Davolos, investors who use the trailing 30 years for guidance about the future are simply looking in the wrong direction.

Remember, this is not advice. Rather, this is a launching point for you to do your own due diligence and to make decisions that suit your risk tolerance, your time horizon, and your financial objectives. Recorded on September 28, 2022.

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#inflation #stockstowatch #stocks

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

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Full Ep: Stocks for a Long Run of Higher Inflation



Thank you for the great feedback about our new show 3 Ideas. We’re glad you like it, and we’ll keep the actionable insights coming.

In this episode, portfolio manager James Davolos suggests looking at #stocks that will benefit from higher #inflation.

In early 2021, when Davalos and his colleagues at Horizon Kinetics launched their inflation beneficiaries fund, people thought they were crazy. It’s clear now that they were well ahead of the game.

That’s just one reason this interview is well worth your time. According to Davolos, investors who use the trailing 30 years for guidance about the future are simply looking in the wrong direction.

Remember, this is not advice. Rather, this is a launching point for you to do your own due diligence and to make decisions that suit your risk tolerance, your time horizon, and your financial objectives. Recorded on September 28, 2022.

TIMESTAMPS:
1 James’s Macro Outlook 00:47
2 Idea 1: PrairieSky Royalty 05:54
3 Idea 2: Archer-Daniels-Midland 0:15:54
4 Idea 3: Brookfield Asset Management 0:22:08
5 The Takeaways 0:30:46

👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision — get started here: https://rvtv.io/membership

Thanks for watching Real Vision Finance!

#investingstrategy

About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

🔥 𝗚𝗘𝗧 𝟳 𝗗𝗔𝗬𝗦 of Real Vision’s insights for only $𝟭 (seriously!) https://rvtv.io/RVfor1dollar

🚀 Want to become a better investor or start from scratch? 👉 Join the Real Investing course now! https://rvtv.io/RVAcademy

Connect with Real Vision™ Online:
RV Crypto: http://rvtv.io/RealVisionCrypto
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Facebook: https://rvtv.io/facebook
Linkedin: https://rvtv.io/linkedin​​​​​​​​​​​​​​​

#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

source