MI248: Inflation is Here to Stay w/ Tavi Costa
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 12 January 2023
⏱️ 59 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.7 | There's still going to be a lot of opportunities, but opportunities change. |
| 0:07.0 | So the last 10 years, now the investment approaches that worked in the last 10 years are probably not going to work in the following 10 years, |
| 0:13.7 | i.e. the growth investing approach of, you know, really looking for companies that are completely focused on top line metrics and |
| 0:21.7 | ignoring really the bottom line side of it, which is profitability, I think that's about a change. |
| 0:30.8 | On today's episode, I'm joined by Tavi Costa, who's a partner and portfolio manager at Crescat Capital. During this episode, |
| 0:39.7 | Tavi goes over why he thinks we're entering an inflationary decade, where the era of easy |
| 0:45.0 | money is over and value investing will be making a comeback. And he believes we are in a new |
| 0:50.3 | commodity bull cycle, and he shares his outlook on various commodity sectors such as the |
| 0:55.8 | mining energy uranium and agriculture sectors and even his current portfolio weightings to each |
| 1:01.6 | along with which of the commodity sectors he thinks will provide the best opportunities going forward |
| 1:06.8 | i really enjoyed today's conversation with tavi he gives us so many great insights on how he's |
| 1:14.0 | thinking about the next decade and particularly inflation and how we could see these waves of |
| 1:19.7 | inflation, which is something that I've been thinking about a lot. And so this was a really insightful |
| 1:24.3 | conversation and I hope that you all enjoyed as much as I did. |
| 1:29.6 | You're listening to Millennial Investing by the Investors Podcast Network, |
| 1:34.0 | where your hosts Robert Leonard and Rebecca Hotsko, interview successful entrepreneurs, |
| 1:39.1 | business leaders and investors to help educate and inspire the millennial generation. |
| 1:52.0 | Thank you. and investors to help educate and inspire the millennial generation. Welcome to the millennial investing podcast. |
| 1:54.9 | I'm your host, Rebecca Hotsko, and on today's episode, I am joined by Tavi Costa. |
| 2:00.4 | Thanks for having me. |
| 2:01.3 | Looking forward to this. |
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