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.

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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?

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#Fed #FederalReserve #Inflation #USDebt #Commodities #Gold #Oil #MacroEconomics #InterestRates #Recession #TaviCosta #Wealthion #Wealth #Finance #Economy #Macro

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Episode 203: The News from Thar