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Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

The Acquirers Podcast

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China's Role in the Commodity Bull Market

It seems like a lot of the trends that you were discussing at the start and certainly that was the case for the early 2000s. I think more than any other time in the last 20 years or so, I think bricks are very divided. You have commodity-led economies like Brazil, geopolitically neutral and so forth. And then you have China in a completely different setup. It's how it's going to be, I think. However, everything has a price.

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