Mitigating Risk in This High Valuation Environment w/ Tavi Costa

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 22 July 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

With current market conditions signaling potential macro headwinds, it's crucial to fortify your portfolio against negative returns. Tavi Costa, portfolio manager at Crescat Capital, joins Real Vision’s Maggie Lake to share how to navigate this inflationary era and mitigate risks associated with historically high valuations. Join Rick Rule in person at the Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. In-person and virtual seats available at http://realvision.com/rick Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Rick Rule is a favorite in the Real Vision community.
0:02.8	If you'd like to meet up with Rick and get a master class
0:05.6	from the master himself,
0:07.4	you'll want to head to the Rick Rule symposium
0:09.7	on natural resource investing in Florida,
0:12.7	July 23rd to the 27th.
0:14.9	You'll get access to industry insiders,
0:17.3	elite bullion dealers,
0:19.2	gold council members, and uranium pros.
0:22.0	Just head over to realvision.com forward slash Rick.
0:25.8	Welcome back to another edition of three ideas.
0:35.5	With me today is Tavi Costa,
0:37.2	Portfolio Manager at Crescat Capital.
0:39.4	Hi, Tavi. It's great to see you.
0:40.9	Hi, Maggie. You're looking forward to this.
0:42.4	Thanks for for inviting me.
0:44.1	So before we jump into your three ideas,
0:47.6	just give us a sense of how you're
0:49.4	thinking about the global macro landscape right now.
0:52.5	You know, what are you expecting in terms of global growth?
0:55.5	And inflation and how is that informing your view?
0:59.0	Yeah, I expect this interview to be more about
	...

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