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Thoughtful Money with Adam Taggart
'Higher For Longer' Inflation To Upend Markets, Create Opportunities | Tavi Costa
Mar 26, 2024
Macro and commodities expert Tavi Costa of Crescat Capital discusses the potential for surging inflation due to global economic imbalances. He highlights investment opportunities in natural resources and the metals and mining industry, emphasizing the benefits of hard assets over financial ones. The conversation also covers the performance of gold in an inflationary environment and the importance of independent thinking in investment decisions.
01:00:31
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Quick takeaways
- Potential surge in inflation due to global economic imbalances
- Hard assets and commodities may outperform traditional investments
Deep dives
Inflation and Central Banks' Actions
Inflation and central banks' actions are key factors driving investment strategies. Central banks are buying gold, influencing gold prices. Record central bank investment in gold may lead to a surge in gold prices. Understanding central banks' actions and their impact on gold is crucial for investment decisions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode