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محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa

1:25:15
 
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Manage episode 363720527 series 1394353
محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

On today’s episode, Clay Finck brings back Tavi Costa to chat about the beginning of a commodity supercycle. Tavi gives a masterclass in why we are just in the beginning phases of a bull market for gold, silver, and hard assets like commodities.

Tavi is a partner and portfolio manager at Crescat Capital. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, CNN, among others.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

03:31 - Why Tavi believes we’re just at the beginning phases of a bull market for gold, silver, and hard assets like commodities.

09:47- When the next wave of inflation may strike.

21:21 - What the 4 pillars of inflation are, and why they all point to structurally higher inflation going forward.

21:44 - Why the S&P 500’s earnings are likely to roll over and decline in the near term.

37:40 - Why yield curve inversions are bullish for gold relative to equities.

51:09 - Why foreign countries are selling US treasuries to buy gold.

83:19 - Where Tavi sees asymmetric opportunities in the gold mining industry.

83:27 - Why Tavi is bullish on Brazil and sees Brazil much differently than the other BRICS nations.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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SPONSORS

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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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

872 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 363720527 series 1394353
محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

On today’s episode, Clay Finck brings back Tavi Costa to chat about the beginning of a commodity supercycle. Tavi gives a masterclass in why we are just in the beginning phases of a bull market for gold, silver, and hard assets like commodities.

Tavi is a partner and portfolio manager at Crescat Capital. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, CNN, among others.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

03:31 - Why Tavi believes we’re just at the beginning phases of a bull market for gold, silver, and hard assets like commodities.

09:47- When the next wave of inflation may strike.

21:21 - What the 4 pillars of inflation are, and why they all point to structurally higher inflation going forward.

21:44 - Why the S&P 500’s earnings are likely to roll over and decline in the near term.

37:40 - Why yield curve inversions are bullish for gold relative to equities.

51:09 - Why foreign countries are selling US treasuries to buy gold.

83:19 - Where Tavi sees asymmetric opportunities in the gold mining industry.

83:27 - Why Tavi is bullish on Brazil and sees Brazil much differently than the other BRICS nations.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

872 قسمت

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