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Investment Strategies for a Rising Inflationary Tide: Davolos & McCullough's Insights


**This webcast aired on Wednesday June 9th, 2021** Get access to Hedgeye's FREE Market Brief newsletter: 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. Follow this link to get access to our other webcasts: MORE INSIGHT WITH JAMES DAVOLOS 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....(read more)



LEARN ABOUT: Investing During Inflation
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Davolos & McCullough, a well-known investment firm, recently shared their insights on how to invest during a rising inflationary tide. With inflation rates on the rise due to a variety of factors including supply chain disruptions, labor shortages, and government stimulus spending, investors need to consider inflation when making investment decisions. According to Davolos & McCullough, one of the best ways to invest during inflation is to invest in assets that have historically shown to perform well during times of inflation. These assets include real estate, commodities, and inflation-protected securities. Real estate has been a traditional store of value during inflationary periods, and investing in commercial, industrial, or residential properties can help to protect against the erosion of the purchasing power of money. Commodities such as gold, silver, and oil, have also been historically strong performers during inflationary periods. This is because these commodities are seen as a hedge against inflation, and their prices tend to rise as the value of currency decreases. Investors can gain exposure to these assets through exchange-traded funds (ETFs) or mutual funds. Inflation-protected securities, such as TIPS (Treasury-Inflation Protected Securities), are another way to invest during inflation. These securities are issued by the US government and their principal value is adjusted for inflation. This means that if inflation rises, the value of the investment would increase along with it. Davolos & McCullough also recommend investing in companies that have pricing power, meaning they are able to raise their prices without losing customers. These companies are often successful during times of inflation as they are able to pass on price increases to their customers, maintaining their profit margins. Furthermore, investments in emerging markets can also be beneficial during times of inflation. These markets can offer exposure to sectors and industries that are not available in developed markets. As a result, they may be better positioned to perform well despite inflationary pressures. In conclusion, it is crucial for investors to consider inflation when making investment decisions. By investing in assets that have historically performed well during inflationary periods, such as real estate, commodities, and inflation-protected securities, investors can help protect their portfolios from the effects of inflation. Additionally, investing in companies with pricing power and emerging markets can also offer potential benefits during inflationary times. Davolos & McCullough's insights and recommendations on how to invest during inflation provide investors with valuable strategies to help navigate the current economic environment. https://inflationprotection.org/investment-strategies-for-a-rising-inflationary-tide-davolos-mcculloughs-insights/?feed_id=92499&_unique_id=644cb61c4e7ad #Inflation #Retirement #GoldIRA #Wealth #Investing #Bloomberg #Day #Finance #hedgeye #horizonkinetics #inflation #jamesdavolos #keithmccullough #macroeconomics #Markets #Options #Stocks #Trading #tsunami #WallStreet #InvestDuringInflation #Bloomberg #Day #Finance #hedgeye #horizonkinetics #inflation #jamesdavolos #keithmccullough #macroeconomics #Markets #Options #Stocks #Trading #tsunami #WallStreet

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