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.
TIP561: Discovering Your Hidden Genius w/ Polina Pompliano
BTC135: Binance & Coinbase Vs the SEC w/ Joe Carlasare & Hodl (Bitcoin Podcast)
TIP560: Richer, Wiser, Happier Q2 2023 w/ Stig Brodersen & William Green
TIP559: Mastering the Market Cycle by Howard Marks
BTC134: Bitcoin Integration Into Gaming with André Neves (Bitcoin Podcast)
Classic 23: Lessons from Billionaire Peter Thiel
TIP558: How Ackman & Taleb Profited Billions During Market Crashes w/ Scott Patterson
BTC133: Creating a New Libor on Bitcoin w/ Jesse Shrader (Bitcoin Podcast)
TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
TIP556: 100 to 1 in the Stock Market by Thomas Phelps
BTC132: Mental Models For Understanding Bitcoin w/ Anil Patel (Bitcoin Podcast)
RWH027: High-Quality Investing w/ Christopher Begg
TIP555: Lessons from the World's Greatest Capital Allocators
BTC131: Positioning For the Bitcoin Boom w/ Tuur Demeester (Bitcoin Podcast)
TIP554: Mental Models for Successful Investing w/ John Jennings
BTC130: Inscriptions & High Fees On Bitcoin L1 w/ Tuur Demeester (Bitcoin Podcast)
TIP552: Mastering the Art of Investing: A Deep Dive w/ Sam Zell
TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023
BTC129: How the IMF and World Bank Sell Exploitation As Development w/ Alex Gladstein (Bitcoin Podcast)
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