← All Episodes
The Biltmore View Podcast
The Biltmore View
Season 1 Episode 12
March 10, 2021, 1:15 p.m.

Episode 12 - Sail Away with James Kelly, Greywolf Capital

James Kelly, Managing Director, Greywolf Capital. While Greywolf is known for distressed, event driven & CLO strategies, they also have a core expertise in hard assets such as container ships.

James takes us through the history of the container ship industry. He breaks down the global container fleet by ship type. James explains ESG standards of today's institutional investors may be responsible for a supply / demand disconnect in global shipping. We go into the impacts of COVID-19 on shipping and the subsequent volatility in pricing. Finally, we talk about how inflation might impact the industry.

This podcast was recorded on March 24th, 2021. The respective opinions expressed are those of Mr. Kelly and the Biltmore Family Office, LLC investment team. The opinions referenced are as of the date of this podcast and are subject to change without notice. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements are not guaranteed. BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.

Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request

Listen to more on

Biltmore View Podcast

More episodes
S1 E24
Aug. 25, 2022, 8:28 a.m.

Episode 24: Equity Markets- Is History the Best Guide? - Scott Wallace, Founder/CIO of Shorepath Capital Management

Scott Wallace was the very first guest on the Biltmore View Podcast. On this podcast, we talk about why history is not necessary an accurate measure for our current situation: while we had inflation in the 70’s, they may not be the right comparison...
S1 E17
Sept. 20, 2021, 1:40 p.m.

Episode 17: Ricardo Adrogue - Emerging Market Debt

If you really want to know what’s going on in the world of finance, talk to an expert in Em…
S1 E25
Sept. 19, 2022, 4:34 p.m.

Episode 25: That's Real. Commercial Real Estate Lending in a Rapidly Changing World - Chris Tokarski, Acore Capital

Chris Tokarski was a founder of Acore Capital in 2015. Since that time it has grown to be one of the premier commercial real estate lenders with over 100 professionals and over $20b in assets under management. IN this episode we discuss real est...