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The David Lin Report

Stocks At ‘1929’ Peak; 'Storm' About To Hit, Force Fed Capitulation | Tavi Costa

Jul 14, 2024
49:05

Learn more about West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF): https://westredlakegold.com/ Subscribe to my free newsletter: https://davidlinreport.substack.com/ Tavi Costa, Portfolio Manager at Crescat Capital, discusses the dangers of stock market valuations, the coming steepening of the yield curve, the deteriorating economy, and the Fed's response to current macroeconomic conditions. Watch Tavi's last interview with me: https://youtu.be/becLT1YbyBM?si=0A5vj... *This video was recorded on July 9, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW TAVI COSTA: Crescat Capital: https://www.crescat.net/ Twitter (@TaviCosta): https://twitter.com/TaviCosta FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com 0:00 - Intro 2:00 - Yield curve steepening 10:45 - Currencies 12:20 - Bull vs. Bear steepener 18:40 - Financial vs. “real” assets 20:57 - Fed cuts 24:00 - China’s “gold rush” 26:47 - Gold price outlook 29:50 - Dollar outlook 32:30 - Which “real asset” will outperform? 37:00 - Mining industry 47:30 - Gold’s price “floor” *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #economy #investing #stocks

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