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Tavi Costa, Portfolio Manager of Crescat Capital, discusses the peak of the U.S. dollar cycle, and its market consequences.
*This video was recorded on December 16, 2024
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0:00 - Intro
2:25 - Market sentiment
4:54 - Peak of the dollar
13:40 - Capital rotation
15:00 - Government spending
18:24 - Death of the Dollar
22:09 - Gold and the dollar
23:30 - Bullish assets from lower dollar
26:06 - Tariffs
28:12 - Investing in Latin America
31:15 - The new role of monetary policy
37:40 - Bond yields
39:10 - Mining stocks
#dollar #economy #investing
