Crescat Capital Macro Strategist Tavi Costa explains how rising U.S. interest payments and unchecked fiscal spending have trapped the Federal Reserve, forcing last week’s aggressive rate cut that could reignite inflation and weaken the U.S. dollar. As recession risks grow and equity markets hit peak valuations, he joins James Connor to unpack why commodities like oil and gold are poised to thrive, offering critical insights into the economic challenges and opportunities ahead.
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com/free
Hard Assets Alliance - The Best Way to Invest in Gold and Silver - https://www.hardassetsalliance.com/?aff=WTH
This interview is sponsored by BetterHelp. Give online therapy a try at https://www.betterhelp.com/Wealthion and get on your way to being your best self.
Chapters:
01:01 - The Fed’s Conundrum: Debt and Interest Payments vs. Inflation
06:20 - Inflation, Stagflation & Fiscal Spending
10:07 - Yield Curve Inversions and Recession Signals
13:07 - Is The US Economy In Recession?
16:52 - Is the Fed Seeing Something Worse?
22:32 - U.S. Equity Markets vs. Emerging Markets & Commodities
30:20 - Tavi’s Bullish Case for Oil
39:50 - Tavi’s Bullish Case for Gold and Gold Miners
48:06 - Weaker USD, Higher Gold?
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Fed #FederalReserve #Inflation #USDebt #Commodities #Gold #Oil #MacroEconomics #InterestRates #Recession #TaviCosta #Wealthion #Wealth #Finance #Economy #Macro
Learn more about your ad choices. Visit megaphone.fm/adchoices
