
Wealthion - Be Financially Resilient Commodities Best Assets To Own During The Market's 'Great Unwind' | Tavi Costa, Crescat Capital
May 12, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
What's Going on in the Global Economy?
01:44 • 3min
Do You Think We're in for a Bear Market?
04:46 • 5min
Commodity Markets in the West - What's Happening?
09:22 • 2min
Is It a by the Dip Moment for Value?
11:11 • 6min
The Global Financial Crisis
16:55 • 4min
Fundamental Analysis
20:59 • 2min
Commodities - Where Do You See the Biggest Opportunity?
23:08 • 5min
Commodities - Is This a Good Time to Buy?
28:09 • 3min
Do You Think We're in a Bar Market?
31:08 • 6min
The Commodity Sector Is Going to Have a Tail Wind
36:51 • 2min
Are You Putting Your Money Into Commodity Producers?
39:08 • 3min
Energy and Labor Costs Are a Smaller Fraction of the Overal Structure
41:54 • 3min
Are You Actively Adding to Your Portfolio Right Now?
45:19 • 3min
Are You Buying the Base Commodities or the Non Precious Metals?
47:52 • 2min
The Interview With Tavy Costa - Part Two
50:15 • 2min
