Millennial Investing Podcast

Tavi Costa: The era of easy money is over. We're at the beginning of a de-globalized world which will disrupt completely the supply chains and how countries trade with each other. In this decade that we're entering, I think it's an inflationary decade. There's still going to be a lot of opportunities but opportunities change.

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IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back.

02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis.

12:15 - His thoughts on the energy sector and if it will continue to have a third strong year?

12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now.

27:49 - Why Tavi believes we are in a new commodity bull cycle.

42:31 - His thoughts and outlook on the mining, energy, uranium, and agricultural sectors.

42:31 - The reasons behind why Tavi is most bullish on the mining sector.

42:20 - His thoughts on the Uranium sector.

39:33 - His checklist for finding great investments in the mining sector.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related Episode: Listen to MI162: Is Now the Time to Own Gold? w/ Tavi Costa, or watch the video.

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