

'Stocks To Suffer' As Cost Of Capital Rises But Earnings Fall | Tavi Costa
101 snips Jun 8, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
Introduction
00:00 • 6min
The Critique of the Treasury Market
05:55 • 4min
The Debt Crisis in the US
09:38 • 5min
The Importance of Gold Purchases in the Global Economy
14:31 • 2min
The Future of Private Portfolios
16:15 • 2min
The Bearish Case for Gold
18:06 • 2min
The Future of Gold Investments
20:09 • 3min
The Rise of the Gold to Treasuries Ratio
22:46 • 5min
The Gold Price's Trough in 2011
27:48 • 4min
The Macro Thesis for Gold Prices Is Extremely Robust
31:53 • 5min
Why Am I Not Short Treasuries Today?
37:15 • 5min
The Deceleration of Inflation
42:11 • 4min
The Fed's Inflation Reduction Act
46:25 • 4min
The Gold Cycle and the Valuation of Equity Markets
50:29 • 2min
The Inflating Period of the Asset Bubble
52:44 • 4min
The Importance of Spreads in the Yield Curve
56:14 • 4min
The Inversion of the Gold Yield Curves
01:00:30 • 3min
The Divergence of Basic and Dilutative Earnings
01:03:15 • 2min
The Compression of Multiples in Equity Markets
01:05:22 • 4min
The Opposite of a Hard-Lending Scenario
01:09:51 • 5min
The Negative Effects of the Small Caps on the Economy
01:14:26 • 4min
The Current Condition of Corporate Bond Yields
01:18:52 • 5min
The Commodities to Equity Ratio
01:23:45 • 6min
How to Play the Commodity to Equities Upswing
01:29:32 • 4min
Gold Prices Breaking Out
01:33:59 • 2min
The Importance of Long Commodities in the 60-40 Transition
01:36:07 • 4min
The Future of Commodities in Brazil
01:39:46 • 3min
How to Find Out More About Crescat's Funds
01:42:56 • 3min