Real Vision: Finance & Investing

Is it Gold’s Time to Shine? With Tavi Costa

Sep 7, 2023
Guest
Tavi Costa
Tavi Costa, portfolio manager at Crescat Capital, discusses U.S. debt deficit, Treasury yields, Fed's dilemma, and the setup for precious metals. The hosts also cover tech stock underperformance, interest rates, inflation, housing market, oil super cycle, mispricing of bonds and stocks, and the investment potential of Brazil.
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Episode notes
1
Introduction
00:00 • 4min
2
Interest Rates, Inflation, and Housing Market
03:47 • 7min
3
Oil Super Cycle and Divergence in Policies
10:32 • 3min
4
Mispricing of Bonds and Stocks
13:25 • 18min
5
Analyzing the Investment Potential of Brazil
31:03 • 3min