We Study Billionaires - The Investor’s Podcast Network
Business:Investing
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 others BRICS nations.
Disclaimer: Slight discrepancies in the timestamps 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
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.
TIP599: Top Stocks for 2024 w/ Jonathan Boyar
BTC164: Bitcoin & Real Estate w/ Leon Wankum
RWH039: Optimal Performance w/ Daniel Goleman
TIP598: A Tribute to Charlie Munger
We Study Billionaires by The Investor's Podcast Network (Trailer)
BTC163: A Bitcoin HVAC & Hot Water System in the House w/ Michael Schmid (Bitcoin Podcast)
TIP597: Darwin's Investing Lessons w/ Kyle Grieve
TIP596: Building Wealth Through High-Quality Stocks w/ Stig Brodersen and Clay Finck
TIP595: Stock Market History & The AI Bubble w/ Jamie Catherwood
BTC162: The Free Speech Solution - Primal's Miljan Braticevic (Bitcoin Podcast)
RWH038: The $2.6 Trillion Man w/ Rick Rieder
TIP594: Contrarian Investing & Sir John Templeton w/ Scott Phillips
BTC161: Decentralizing Bitcoin Mining Pools w/ Bitcoin Mechanic (Bitcoin Podcast)
TIP593: Elon Musk by Walter Isaacson
BTC160: The Hidden Cost of Money w/ Seb Bunney
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
TIP592: Outperforming the Market since 1998 w/ Andrew Brenton
BTC159: Binance, GBTC, FinCEN and More w/ Joe Carlasare & HODL (Bitcoin Podcast)
TIP591: Currencies and Debt w/ Lyn Alden
TIP590: Lifelong Learning w/ Jim Kwik
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast
Money Tree Investing
The Disciplined Investor