We Study Billionaires by the Investors Podcast Network

I hope you enjoyed today's episode of We Study Billionaires. Make sure to follow the show on your favorite podcast app so that you never miss a new episode. Every Wednesday, we teach you about Bitcoin and every Saturday, we study billionaires and the financial markets. To access our show notes, transcripts or courses, go to theinvestors Podcast Network.

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Episode notes

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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out: Crescat Capital.
Related Episode: Listen to MI162: Is Now the Time to Own Gold? w/ Tavi Costa, or watch the video.

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