Challenging Conventional Wisdom: Alternative Insights From James Davolos


Challenging Conventional Wisdom: Alternative Insights From James Davolos

Today we talk with James Davolos from Horizon Kinetics and discuss challenging conventional wisdom in the world of investing. This exciting discussion delved into the intricacies of market dynamics, particularly focusing on the enduring trend of growth outperforming value. James dissects the evolution of this trend, attributing it to factors such as passive investing, low-interest rates, and fiscal spending. Throughout, James provided nuanced insights and offered a thought-provoking analysis of current market conditions. Today we discuss: 

  • Factors contributing to the divergence between growth and value investing
  • Historical context of value outperformance following the tech bubble burst
  • Examination of market structure and the dominance of passive investing
  • Challenges for value investors amid the current market dynamics
  • Potential transition points for a shift in market dynamics
  • Analysis of fundamental and market structure factors affecting investment strategies
  • Consideration of the real estate market's sensitivity to interest rates
  • Debate on the sustainability of fiscal spending and its implications
  • Impact of rising interest rates on the economy and financial markets
  • James perspective on the significance of real yields and the value of the US dollar
  • Resilience of gold prices despite headwinds from real yields and the US dollar

"Cash is not trash... Cash is King"   - Kirk Chisholm

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Today's Guest:  James Davolos

James Davolos - Portfolio Manager, Research Analyst James joined the Firm in 2005 and currently serves as Co-Portfolio Manager for the Inflation Beneficiaries ETF (INFL), the Internet Fund as well as several private funds and institutional separate accounts. He began his investment career with the Firm in 2005, as a member of the trading desk and joined the investment team in December 2006. James began his tenure on the investment team as a generalist analyst covering investment and research opportunities for various strategies managed by the Firm. James received a BBA in Finance from Loyola University in Maryland, and an MBA from New York University. 

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