Tavi Costa

With the debt ceiling showdown over, the markets are breathing a sigh of relief. But should they? Today's guest, Tavi Costa of Crescat Capital, is concerned that the wave of mandatory debt issuance in the coming months could prove much more disruptive than investors are prepared for given today's adverse macro environment. To find out why and how he recommends protecting your portfolio from this disruption, we'll ask the man himself. Follow Tavi at https://www.crescat.net/ Or on Twitter @tavicosta ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There’s no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion’s endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: ⁠⁠⁠⁠⁠https://www.wealthion.com/⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1⁠⁠⁠⁠⁠ Follow Adam on Twitter: ⁠⁠⁠⁠⁠https://twitter.com/menlobear⁠⁠⁠⁠⁠ Follow us on Facebook: ⁠⁠⁠⁠⁠https://www.facebook.com/Wealthion-109680281218040⁠⁠⁠⁠⁠ #stockmarketinvesting2023 #recessionproofyourfinances #commoditiesinvesting ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tavi Costa, a macro strategist at Crescat Capital, shares his insights into the current state of junk bonds and credit risks in the market. He discusses the concerning rollover in junk bonds and why credit spreads pose an overlooked threat. Tavi provides an outlook on investments in Brazil and Europe, highlighting both opportunities and regulatory challenges. He also delves into the Federal Reserve's role in managing inflation and interest rates amidst market volatility. Get ready for a deep dive into emerging market dynamics!

Tavi Costa, a partner at Crescat Capital and a specialist in precious metals, discusses the emerging commodity supercycle. He believes we’re in the early stages of a bull market for gold and silver, driven by inflationary pressures. Tavi outlines four pillars of inflation pointing towards higher rates ahead and predicts a downturn in S&P 500 earnings. He emphasizes gold's historical resilience during economic shifts and reveals investment opportunities in Brazilian commodities, setting it apart from the other BRICS nations.

Tavi Costa, Portfolio Manager at Crescat Capital, shares his insights on the gold market's current dynamics and macroeconomic influences. He discusses how emerging market central banks, particularly in China and Russia, are boosting gold purchases. Costa highlights the role of gold in addressing global debt imbalances and how higher prices could enhance U.S. Treasury reserves. He believes mining stocks are set to thrive due to rising infrastructure needs, and notes the promising valuation of silver in light of its gold ratio. Meanwhile, he tackles the U.S. dollar's structural downtrend affecting global markets.

Tavi Costa, a macro strategist at Crescat Capital, dives into the tantalizing prospects of gold, asserting it remains undervalued and could exceed $20,000. He outlines the 'Great Rotation' away from overvalued stocks towards hard assets like gold and silver. Costa discusses the looming trouble for traditional 60/40 portfolios, why U.S. debt pressures the dollar, and the potential collapse of the 2-year Treasury yield. He also highlights silver as possibly the cheapest metal and predicts a surge in commodity demand due to AI and infrastructure needs.

In this engaging conversation, Tavi Costa, a macro and commodities expert at Crescat Capital, warns about the impending decline of the US dollar and its far-reaching effects on global markets. He discusses how a weakening dollar could negatively impact US stocks while presenting unique investment opportunities in undervalued assets, particularly in commodities and emerging markets. Tavi also emphasizes the strategic positioning of gold and silver mining against a backdrop of high stock valuations and market volatility, urging investors to navigate these changes with caution.

Macro strategist Tavi Costa discusses potential bubbles in hard assets, fiscal dominance, and investment opportunities in emerging markets. He analyzes the growth potential of various commodities and suggests considering hard assets for long-term investments.

Tavi Costa, an expert in precious metals, mining, and economy analysis, discusses the surge in gold prices, the contrarian opportunity in the mining industry, global economy analysis, portfolio evolution post-COVID, and the AI bubble impact on the market environment.

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.

In this discussion, Tavi Costa highlights the Fed's aggressive rate cuts amidst recession signals. Daniel Lacalle uncovers a hidden recession affecting major economies, emphasizing the risks of dedollarization. Dennis Lockhart provides insider insights on Fed strategies and shares long-term investment plans. Brandy Maben complements the conversation with essential financial planning tips for uncertain times. Together, they paint a vivid picture of the current economic landscape and strategies for navigating it.