TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa

<p>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.&nbsp;</p><p>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.</p><p><br></p><p><strong>IN THIS EPISODE YOU’LL LEARN:</strong></p><p>00:00 - Intro.</p><p>03:31 - Why Tavi believes we’re just at the beginning phases of a bull market for gold, silver, and hard assets like commodities.</p><p>09:47- When the next wave of inflation may strike.</p><p>21:21 - What the 4 pillars of inflation are, and why they all point to structurally higher inflation going forward.</p><p>21:44 - Why the S&amp;P 500’s earnings are likely to roll over and decline in the near term.</p><p>37:40 - Why yield curve inversions are bullish for gold relative to equities.</p><p>51:09 - Why foreign countries are selling US treasuries to buy gold.</p><p>83:19 - Where Tavi sees asymmetric opportunities in the gold mining industry.</p><p>83:27 - Why Tavi is bullish on Brazil and sees Brazil much differently than the other BRICS nations.</p><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out <a href="https://www.crescat.net/" rel="noopener noreferrer" target="_blank"><strong>Crescat Capital</strong></a>.</li><li>Check out our newly released <a href="http://theinvestorspodcast.com/mastermind" rel="noopener noreferrer" target="_blank"><strong>TIP Mastermind Community</strong></a>.</li><li>Check out our recent episode covering the <a href="https://link.chtbl.com/WSB551" rel="noopener noreferrer" target="_blank"><strong>2023 Berkshire Hathaway Shareholder Meeting </strong></a>or watch the video <a href="https://www.theinvestorspodcast.