Wealthion - Be Financially Resilient

'Stocks To Suffer' As Cost Of Capital Rises But Earnings Fall | Tavi Costa

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