TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 19 May 2023
⏱️ 89 minutes
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Summary
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| 0:00.0 | You're listening to TI-P. |
| 0:03.2 | On today's episode, I'm joined by Tavi Costa. |
| 0:06.1 | Tavi is a partner and portfolio manager at Crescat Capital. |
| 0:10.3 | His research has been featured in financial publications such as Bloomberg, The Wall Street |
| 0:14.4 | Journal, CNN, among others. |
| 0:17.0 | During this episode, Tavi gives us a masterclass in why we're just in the beginning phases of |
| 0:22.0 | a bull market for gold, silver, and hard assets like commodities. |
| 0:26.6 | We also cover why Tavi believes that inflation is here to stay in the coming years. |
| 0:30.9 | What the four pillars of inflation are and why they all point to structurally higher inflation |
| 0:35.3 | going forward. |
| 0:36.5 | Why the S&P 500's earnings are likely to roll over and decline in the near term. |
| 0:41.6 | Why yield curve inversions are bullish for gold relative to equities. |
| 0:45.8 | Why foreign countries are selling US treasuries to buy gold? |
| 0:49.4 | Where Tavi sees asymmetric opportunities in the gold mining industry and at the end of |
| 0:53.9 | the conversation, he explains why Brazil is akin to Switzerland or a more neutral player |
| 0:58.6 | among the BRICS nations. |
| 1:00.3 | Tavi held nothing back during this episode and really delivered many great insights and |
| 1:05.0 | data points to help us weather through these uncertain times. |
| 1:08.5 | Just as a heads up, Tavi and I walk through a number of charts during this episode that |
| 1:12.3 | he's been sharing on Twitter. |
| 1:13.9 | It may be helpful to pull up the YouTube video if you'd like to see the charts we're |
| 1:17.1 | chatting about, but Tavi gives plenty of context during this episode to explain what the |
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