Value Investor James Davolos: Investing, Inflation, Indexing, Crypto & Energy

Horizon Kinetics is one of the mutual funds that follow the value investing strategy. In this episode, we invited one of its Co-Portfolio Managers James Davolos. James first explained how he entered value investing: everyone can read a list and see what the cheapest stock price is. But why it’s cheap, and how does that apply to your portfolio? That’s the million-dollar question. James then talked about inflation, and how to invest in inflationary periods. D...