Tavi Costa, Portfolio Manager of Crescat Capital, discusses the return of higher global money supply and "entrenched inflation, and the outlook for markets, commodities, and interest rates.
*This video was recorded on October 8, 2024
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0:00 - Intro
0:50 - Did the Fed make a mistake?
3:17 - Global money supply
10:00 - China stimulus and commodities
16:40 - Bullish assets
18:09 - Steepening yield curve
25:40 - Non-growth fiscal spending
31:40 - Gold vs. Copper
40:10 - Mining stocks
#inflation #economy #investing
