Horizon Kinetics Inflation Beneficiaries ETF (INFL) focuses on “hard asset, capital light” companies with exposure to markets that do well under various inflationary environments, says James Davolos. He focuses on the ETF INFL. He believes that inflation will remain elevated for many years. He notes that ETFs will stay high due to supply constraints in energy, base materials, fertilizer, agriculture, and land and real estate. He then goes over how INFL screens for companies. Tune in to find out more about the stock market today.
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