Mitigating Risk in This High Valuation Environment w/ Tavi Costa
Real Vision: Finance & Investing
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The Global Economy Can Perform Well Even if the US Struggles
The global economy can perform well, even if the US struggles. I think that clearly commodities are really cheap relative to overall equities. And so over time, you can see a recession and something can happen with some of the more cyclical commodities like copper and oil. They will be tying the hands with the US and if there is a problem. Over time, what we saw is during its tech-flationary periods or times that inflation is running hotter than historical standards, commodities and commodity businesses don't perform as bad as the overall equity market.
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