Why the Best Fund Manager of 2022 is Betting on Gold, Water, and Infrastructure

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Why the Best Fund Manager of 2022 is Betting on Gold, Water, and Infrastructure | In the Money with Amber Kanwar

Markets are shifting, inflation is sticky, and investors are navigating a new regime. In this episode of In the Money with Amber Kanwar, value investor James Davolos of Horizon Kinetics breaks down the end of easy money, the rise of real assets, and why the next decade of investing will look nothing like the last.

📉 James Davolos, portfolio manager of the top-performing Horizon Kinetics Inflation Beneficiaries ETF (INFL), explains how inflation, higher interest rates, and de-globalization are rewriting the playbook. He breaks down the macro forces driving this shift — from tariffs and sticky inflation to the decline of passive investing and risks facing tech. He also unpacks why gold is breaking out despite a strong dollar and why Bitcoin may finally have a role in portfolios.

📊 Then, Davolos shares high-conviction stock picks for a world defined by scarcity and resiliency. He highlights capital-light businesses like Brookfield Corp (BN), Intercontinental Exchange (ICE), TMX Group, PrairieSky Royalty, and Aeris Water — plus gold royalty plays like Wheaton Precious Metals and Franco-Nevada.

If you're looking for protection in a changing world, this episode is packed with insight for navigating the next market cycle.

Timestamps
00:00 Show intro
02:30 James Davolos explains his unique approach to investing
08:00 Why we're in the midst of a major regime shift
13:05 Why James isn’t even paying attention to tariffs
15:15 Why James likes real assets and how he finds the best ones
21:00 Why James's view on stagflation and rates
23:05 James’s view on gold
25:45 Is this the end to U.S. exceptionalism in stocks?
28:00 ITM Mailbag: Will volatility be good for exchanges like the Intercontinental Exchange (ICE.NYSE)
33:10 Is Brookfield a stock that can help weather the current storm? (BN.TO, BN.NYSE)
40:00 James’s expectations for gold and why he likes royalty streaming companies
44:45 James’s thoughts on bitcoin and the best way to play it
51:00 What does James think about Enbridge (ENB.TO)
57:15 Why James likes Dream Unlimited (DRM.TO)
1:01:30 James’s Pro Picks


Sponsors
​​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account and you could earn up to $3,500 cash back! Learn more at https://bmo.com/advancedtrading?ecid=...

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial.
Visit https://ATB.com/inthemoney for more information

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In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts.


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