Unpacking Inflation: Pillars and Patterns

This chapter investigates the key drivers of inflation, connecting historical events with current economic trends. It emphasizes the complex interplay of wages, monetary policies, and market dynamics, urging a reevaluation of investment strategies amidst rising inflation.

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Episode notes

Trey Lockerbie sits down with Tavi Costa to get his take on the macro environment and how he believes precious metals will outperform in the near term. Tavi is a partner and portfolio manager at Crescat Capital and is Trey's favorite resource when it comes to precious metal research.

IN THIS EPISODE, YOU'LL LEARN:

01:12 - The 4 pillars of inflation.
31:16 - Opportunities in Gold, Silver, and Palladium.
51:54 - The risks of deglobalization especially from China.
And a whole lot more!

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

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Crescat Capital's Website.
Tavi Costa's Twitter.
Trey Lockerbie's Twitter.
Read the 9 Key Steps to Effective Personal Financial Management.

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