Ep 77 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics

**This originally aired as a video webcast on Hedgeye.com on June 9, 2021** 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.