The Market Huddle MH+ Ep.22 Deep Dive Into Precious Metals
Dec 6, 2023
Macro strategist Tavi Costa joins the host to discuss indicators of a recession and the impact of tightening monetary conditions. They analyze the 'magnificent seven' companies with high valuations, discuss Brazil's market, and explore investment opportunities in the precious metals equity markets. They also highlight the potential in limited stock availability and declining gold production in the precious metals industry.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Analysis of Current Market State and Concerns About 'Magnificent Seven' Companies
03:24 • 3min
Deep Dive into Brazil's Market and Emerging Markets
06:20 • 4min
Investing in the Precious Metals Equity Markets
10:46 • 12min
Opportunities and Evaluations in the Precious Metals Industry
22:51 • 5min