{"podcast":{"title":"In the Money with Amber Kanwar","slug":"in-the-money-with-amber-kanwar-7168627","podcast_index_feed_id":7168627,"rss_url":"https://feeds.transistor.fm/in-the-money","website_url":"http://www.inthemoneypod.com","image_url":"https://img.transistorcdn.com/DNO7Ky-oV5ULT22kKzBToJNb94bIIy2Qu-DeDVtIR1s/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.jpg","author":"Amber Kanwar","episode_count":158,"summary":"In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions. As one of Canada’s most recognizable business journalists and the former host of BNN Bloomberg’s Market Call, join Amber as her guests answer your questions on individual stocks and offer their best investment ideas.","last_synced_at":"2026-07-23T16:19:21.369902+00:00","page_url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627"},"episode":{"title":"How to Generate 10%+ Returns in an Inflationary World","slug":"how-to-generate-10-returns-in-an-inflationary-world","published_at":"2026-06-09T10:00:00+00:00","page_url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627/how-to-generate-10-returns-in-an-inflationary-world","show_page_url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627","url":"https://share.transistor.fm/s/86d3e220","audio_url":"https://media.transistor.fm/86d3e220/fb648909.mp3","summary":"Inflation is surging again and it’s driving savvy investors to rethink how to manage their portfolios. So, what assets should you buy right now to protect your wealth? On this episode of In the Money with Amber Kanwar , James Davolos, Portfolio Manager and Director of Research at Horizon Kinetics, breaks down why investors need to reconsider everything they know about portfolio construction in a higher inflation world. He explains why a simple “buy gold” strategy isn’t enough, why real assets are still early in a long-term cycle, and why targeting 10%+ returns is essential just to stay ahead of rising prices. From infrastructure and commodities to royalties, land, and even water, Davolos lays out the framework for building a portfolio designed to generate growing cash flows that outpace inflation—and why traditional equity benchmarks may no longer offer true diversification. On gold, Davolos remains constructive long term, arguing that structural deficits, central bank demand, and the need for a store of value continue to support the thesis—even if short-term volatility and macro crosscurrents create noise along the way. In the Mailbag, the focus turns to silver, which he describes as a higher-beta version of gold with both monetary and industrial demand tailwinds. He explains why he prefers to play it through royalty and streaming companies like Wheaton Precious Metals (WPM) to reduce operational risk—before broadening out to other real asset opportunities, including Brookfield (BEP.UN / BIP.UN), Glencore (GLEN), RB Global (RBA), and the long-term uranium trade through Cameco (CCO) and NextGen Energy (NXE). In Pro Picks, Davolos revisits past ideas like PrairieSky Royalty (PSK.TO) and TMX Group (X.TO), reinforcing his conviction in royalties and exchange businesses as…","meta_description":"Inflation is surging again and it’s driving savvy investors to rethink how to manage their portfolios. So, what assets should you buy right now to protect…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4342,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/in-the-money-with-amber-kanwar-7168627/episodes/how-to-generate-10-returns-in-an-inflationary-world/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627/how-to-generate-10-returns-in-an-inflationary-world.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}