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Takeaway: This webcast aired on Wednesday, June 9, 2021 at 1:00pm ET. Replay is available below.

watch below

Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide

In this edition, Keith is joined by James Davolos, Portfolio Manager at Horizon Kinetics.

For access to the rest of our special "Inflation Tsunami" interviews, click here.


James is currently the Co-Portfolio Manager for Horizon Kinetics' Inflation Beneficiaries ETF (INFL), the Internet Fund as well as several private funds and institutional separate accounts.

You can also watch James' recent "Hedgeye Investing Summit" interview with Keith and Horizon Kinetics CIO Murray Stahl, here. They discuss Horizon Kinetics' Inflation Beneficiaries ETF (INFL). $INFL is an actively-managed ETF which launched in January 2021 and has net assets exceeding $500 million.