

#946 - Restrictive for Longer? With Tavi Costa
Jan 4, 2024
Macro strategist Tavi Costa discusses potential bubbles in hard assets, fiscal dominance, and investment opportunities in emerging markets. He analyzes the growth potential of various commodities and suggests considering hard assets for long-term investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 5min
Potential Bubble in Hard Assets
05:00 • 7min
Ad for Monarch Money - Personal Finance App
12:10 • 2min
Transitioning to Fiscal Dominance and the Value of Mining Companies
13:42 • 12min
Analysis of Various Commodities and Their Potential Growth
25:32 • 5min
Investment Opportunities in Argentina and Emerging Markets
30:09 • 5min