Mitigating Risk in This High Valuation Environment w/ Tavi Costa
Real Vision: Finance & Investing
00:00
How to Be a Bullish Investor in Commodities
I didn't predict COVID. I had no idea a lot of those things were going to happen at all. But usually in macro, you see some very large historical dislocations and you just don't know what the trigger really is. And then eventually something triggers a very large bull market, which is usually happens at a time when that asset is extremely unloved. Gold was down 40% in the last 20 years. Who in the right minds wanted to invest in gold?
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