توسط Robert Leonard and The Investor's Podcast Network توسط Player FM و جامعه ما پیدا شده است - کپی رایت توسط ناشر، و نه متعلق به Player FM، و صدا به طور مستقیم از سرور های آنها پخش می شود.برای پیگیری به روز رسانی در Player FM دکمه اشتراک را بزنید، و یا فید URL را به دیگر برنامه های پادکست بچسبانید.

مردم عاشق ما هستند!

بررسی های کاربران

"عاشق قابلیت آفلاین شدم"
"از این طریق می توانید از اشتراک های پادکستتان استفاده کنید. همچنین راهی فوق العاده ست برای کشف پادکست های جدید"

MI248: Inflation is Here to Stay w/ Tavi Costa

52:18
 
اشتراک گذاری
 

Manage episode 352305082 series 2539397
توسط Robert Leonard and The Investor's Podcast Network توسط Player FM و جامعه ما پیدا شده است - کپی رایت توسط ناشر، و نه متعلق به Player FM، و صدا به طور مستقیم از سرور های آنها پخش می شود.برای پیگیری به روز رسانی در Player FM دکمه اشتراک را بزنید، و یا فید URL را به دیگر برنامه های پادکست بچسبانید.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back.

02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis.

12:15 - His thoughts on the energy sector and if it will continue to have a third strong year?

12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now.

27:49 - Why Tavi believes we are in a new commodity bull cycle.

42:31 - His thoughts and outlook on the mining, energy, uranium, and agricultural sectors.

42:31 - The reasons behind why Tavi is most bullish on the mining sector.

42:20 - His thoughts on the Uranium sector.

39:33 - His checklist for finding great investments in the mining sector.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!

SPONSORS

  • Get a FREE audiobook from Audible.
  • Get personalized, expert advice that helps you see things clearly with ATB.
  • Save time and money on your rental property insurance with Steadily. Get a commitment-free quote today.
  • If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.
  • Thanks to rising interest rates artificially driving down the prices of even the best assets, Fundrise expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment.
  • Support our free podcast by supporting our sponsors.

Connect with Tavi: Twitter | LinkedIn

Connect with Rebecca: Twitter | Instagram

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

507 قسمت

اشتراک گذاری
 
Manage episode 352305082 series 2539397
توسط Robert Leonard and The Investor's Podcast Network توسط Player FM و جامعه ما پیدا شده است - کپی رایت توسط ناشر، و نه متعلق به Player FM، و صدا به طور مستقیم از سرور های آنها پخش می شود.برای پیگیری به روز رسانی در Player FM دکمه اشتراک را بزنید، و یا فید URL را به دیگر برنامه های پادکست بچسبانید.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back.

02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis.

12:15 - His thoughts on the energy sector and if it will continue to have a third strong year?

12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now.

27:49 - Why Tavi believes we are in a new commodity bull cycle.

42:31 - His thoughts and outlook on the mining, energy, uranium, and agricultural sectors.

42:31 - The reasons behind why Tavi is most bullish on the mining sector.

42:20 - His thoughts on the Uranium sector.

39:33 - His checklist for finding great investments in the mining sector.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!

SPONSORS

  • Get a FREE audiobook from Audible.
  • Get personalized, expert advice that helps you see things clearly with ATB.
  • Save time and money on your rental property insurance with Steadily. Get a commitment-free quote today.
  • If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.
  • Thanks to rising interest rates artificially driving down the prices of even the best assets, Fundrise expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment.
  • Support our free podcast by supporting our sponsors.

Connect with Tavi: Twitter | LinkedIn

Connect with Rebecca: Twitter | Instagram

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

507 قسمت

همه قسمت ها

×
 
Loading …

به Player FM خوش آمدید!

Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.

 

Player FM - برنامه پادکست
با برنامه Player FM !

راهنمای مرجع سریع