MI248: Inflation is Here to Stay w/ Tavi Costa

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><p><br></p><p>00:00 - Intro</p><p>02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back.&nbsp;</p><p>02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis.&nbsp;</p><p>12:15 - His thoughts on the energy sector and if it will continue to have a third strong year?&nbsp;</p><p>12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now.&nbsp;</p><p>27:49 - Why Tavi believes we are in a new commodity bull cycle.&nbsp;</p><p>42:31 - His thoughts and outlook on the mining, energy, uranium, and agricultural sectors.&nbsp;</p><p>42:31 - The reasons behind why Tavi is most bullish on the mining sector.&nbsp;</p><p>42:20 - His thoughts on the Uranium sector.&nbsp;</p><p>39:33 - His checklist for finding great investments in the mining sector.&nbsp;&nbsp;&nbsp;</p><p>And much, much more!</p><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out:<strong> </strong><a href="https://www.crescat.net/" rel="noopener noreferrer" target="_blank"><strong>Crescat Capital</strong></a>.<strong>&nbsp;</strong></li><li>Related Episode: Listen to&nbsp;<a href="https://link.chtbl.com/MI162" rel="noopener noreferrer" target="_blank"><strong>MI162: Is Now the Time to Own Gold? w/ Tavi Costa</strong></a><strong>, </strong>or watch the&nbsp;<a href="https://www.theinvestorspodcast.com/millennial-investing/gold-silver-investing/" rel="noopener noreferrer" target="_blank"><strong>video</strong></a><strong>.</strong></li></ul><p><br></p><p><strong>NEW TO THE SHOW?</strong></p><ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>Millennial Investing Starter Packs</strong></a>.</li><li>Browse thro