The Most 'Hated' Assets And 'The Best Looking Chart I've Ever Seen' | Tavi Costa



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Inflation is here to stay, says Tavi Costa, portfolio manager of Crescat Capital. Here’s where to invest to protect your wealth.

*This video was recorded on April 3, 2024

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0:00 – Intro
2:00 – Inflation expectations
8:20 – Fiscal spending
11:45 – Debt, valuation, & inflation
14:40 – Twin deficits
18:24 – Bearish thesis on equities
29:35 – Gold vs. gold equities
38:29 – Silver
45:00 – Capital flows into miners

#economy #investing #stocks

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