MI162: Is Now the Time To Own Gold? w/ Tavi Costa
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 26 April 2022
⏱️ 49 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TIP. |
| 0:03.0 | If you look back in history, silver tends to do very well during those periods. |
| 0:06.7 | I believe in that. |
| 0:07.6 | So I think silver will be one of the metals that will outperform the overall commodity cycle here |
| 0:12.6 | and its competitive vehicles that are out there to play this move. |
| 0:16.4 | I think gold and silver, when you look at the ratio of the two, historically we're seeing very elevated |
| 0:21.9 | levels. |
| 0:25.7 | On today's episode, I'm joined by Tavi Costa. |
| 0:29.7 | Tavi is a partner and portfolio manager at Crescat Capital. |
| 0:33.8 | He is extremely knowledgeable when it comes to precious metals like gold and silver as well as commodities. |
| 0:40.0 | During the episode, we uncover why Tavi believes that now is the time to have exposure to |
| 0:45.1 | hard assets like gold, silver, and commodities, what the potential catalysts are for gold and silver |
| 0:50.9 | going forward, how investors can think about the value of gold, the one leading |
| 0:55.6 | metric that's most helpful to see where we are at in gold and commodity cycles, and much more. |
| 1:01.2 | I've been thinking a lot lately about the overall macro environment we find ourselves in today, |
| 1:06.0 | and I see a lot of benefits in adding exposure to hard assets to help me diversify and protect myself |
| 1:12.2 | against a number of different potential scenarios. With that, I hope you enjoyed this episode |
| 1:16.9 | with the one and only, Tavi Costa. You're listening to Millennial Investing by the Investors Podcast Network, |
| 1:24.2 | where your hosts, Robert Leonard and Clay Fink, interview successful entrepreneurs, |
| 1:29.4 | business leaders, and investors to help educate and inspire the millennial generation. |
| 1:40.3 | Welcome to the Millennial Investing Podcast. |
| 1:42.8 | I'm your host, Clay Fink, and today, I have a very |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Investor's Podcast Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Investor's Podcast Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.