Real Vision: Finance & Investing

Mitigating Risk in This High Valuation Environment w/ Tavi Costa

15 snips
Jul 22, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
The Future of Inflation
03:22 • 3min
3
Why I Like Brazil Right Now
06:22 • 5min
4
NASDAQ ETF: Up 24% Year to Date
11:44 • 5min
5
How to Be a Bullish Investor in Commodities
16:43 • 2min
6
The Dislocation of Commodities in Brazil
18:32 • 3min
7
How to Invest in Brazil
21:29 • 2min
8
The Benefits of Investing in Commodity Businesses
23:22 • 3min
9
The Energy Industry's Bottomed
26:17 • 5min
10
Emerging Markets and Oil
31:02 • 2min
11
The Long Energy Industry
32:32 • 3min
12
The Future of Gold Long Gold
36:02 • 4min
13
The Importance of a Defensive Asset
40:11 • 4min
14
Girdel: A Steel Producer in Americas With Steel Mills in Argentina, Colombia, and Throughout Latin America
43:43 • 2min
15
The Economic Strength of the US Economy and the Consumer
45:43 • 2min
16
The Global Economy Can Perform Well Even if the US Struggles
47:34 • 4min