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