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Tavi Costa, Portfolio Manager at Crescat Capital, discusses the dangers of stock market valuations, the coming steepening of the yield curve, the deteriorating economy, and the Fed's response to current macroeconomic conditions.
Watch Tavi's last interview with me: https://youtu.be/becLT1YbyBM?si=0A5vj...)
*This video was recorded on July 9, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...)
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...)
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0:00) - Intro
2:00) - Yield curve steepening
10:45) - Currencies
12:20) - Bull vs. Bear steepener
18:40) - Financial vs. “real” assets
20:57) - Fed cuts
24:00) - China’s “gold rush”
26:47) - Gold price outlook
29:50) - Dollar outlook
32:30) - Which “real asset” will outperform?
37:00) - Mining industry
47:30) - Gold’s price “floor”
*This video is not financial advice. The channel is not responsible for the performance of sponsors
and affiliates.
#economy) #investing) #stocks)
