Is Inflation Fueling an Upcoming Boom in Gold, Silver, and Commodities? Tavi Costa Delivers Insights (TIP553)

by | Sep 29, 2023 | Invest During Inflation | 8 comments

Is Inflation Fueling an Upcoming Boom in Gold, Silver, and Commodities? Tavi Costa Delivers Insights (TIP553)




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Clay brings back Tavi Costa to chat about the beginning of a commodity supercycle. Tavi gives a masterclass in why we are just in the beginning phases of a bull market for gold, silver, and hard assets like commodities. 

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– How to Make Life-Changing Returns in Commodities, Cyclicals, & Spinoffs | Gautam Baid:

IN THIS EPISODE YOU’LL LEARN:
– Why Tavi believes we’re just at the beginning phases of a bull market for gold, silver, and hard assets like commodities.
– What the 4 pillars of inflation are, and why they all point to structurally higher inflation going forward.
– When the next wave of inflation may strike.
– Why the S&P 500’s earnings are likely to roll over and decline in the near term.
– Why yield curve inversions are bullish for gold relative to equities.
– Why foreign countries are selling US treasuries to buy gold.
– Where Tavi sees asymmetric opportunities in the gold mining industry.
– Why Tavi is bullish on Brazil and sees Brazil much differently than the others BRICS nations.

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🖊️ Access the transcript and learn more about the guest here:

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Inflation has been a buzzword lately, with concerns about rising prices and the impact on consumers and the broader economy. As inflationary pressures continue to mount, investors are turning their attention to safe-haven assets like gold, silver, and commodities.

In a recent podcast episode, Tavi Costa, a renowned macroeconomic analyst and portfolio manager, shared his insights on the looming inflation and the potential bull run in precious metals and commodities markets. Costa, known for his accurate macroeconomic predictions, discusses how inflation and other factors are set to drive these markets in the near future.

One of the key drivers of inflation is the unprecedented amount of monetary and fiscal stimulus injected into the economy in response to the COVID-19 pandemic. Governments and central banks around the globe have unleashed trillions of dollars to support their economies, leading to concerns of inflationary pressures. As the economy rebounds, consumer spending increases, and supply chain disruptions persist, the stage is set for higher inflation.

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According to Costa, gold and silver are poised to benefit from this inflationary environment. Traditionally seen as safe-haven assets, both precious metals tend to perform well during times of economic uncertainty and inflation. As the purchasing power of fiat currencies erode, investors seek refuge in assets that are not affected by inflationary pressures.

But Costa goes beyond gold and silver and emphasizes that commodities, in general, are also set for a bull run. He points out the growing demand for industrial commodities like copper and oil, which have been rebounding strongly in recent months. He believes that with the global economic recovery gaining momentum, the demand for commodities will continue to surge. This increased demand, coupled with supply constraints due to disruptions caused by the pandemic, presents a bullish case for commodities.

Additionally, Costa highlights emerging markets as a significant factor driving the bull run in commodities. Countries like China, India, and Brazil have experienced rapid economic growth, and their demand for natural resources is expected to rise steadily. This uptick in demand, combined with limited supply, could push commodity prices even higher.

While the coming bull run in gold, silver, and commodities seems promising, Costa also warns about potential risks and the need for careful analysis. As with any investment, there are always uncertainties and volatility, and investors should conduct their due diligence before jumping into these markets.

In conclusion, inflation is becoming an increasingly worrying concern, and investors are getting ready for a bull run in gold, silver, and commodities. Tavi Costa’s insights on the correlation between inflation and these assets provide valuable information for investors looking to protect their wealth and hedge against rising prices. However, it’s crucial to remember that investing always comes with risks, and seeking professional advice is wise.

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8 Comments

  1. Eli

    Love pm’s reporting

  2. Kamil Mauel

    Stocks are companies creating output, employing people, growing the economy and their value over time. A commodity could only deteriorate and costs to store. The ratio between those classes goes up in the long run. The mean reversion applies to the speed not the direction. Gold overperformed just after its dollar-peg release and during crises.

  3. Roy Jones

    Very interesting. The problem I see with predicting high inflation is the tsunami of deflationary things coming our way like AI, robotics and autonomous vehicles.

  4. vubot1

    Keep interviewing guys like this if you want to lose all credibility. Some of your listeners may believe him …. and lose their life's savings.
    In fact, I just deleted "We Study Billionaires" from my podcast feed.

  5. Dean Christie

    Sure, eventualyy, just not right now.

  6. Nate Sias

    Get Rick Rule on here. He's very active on YouTube, and is an incredibly clear thinker and speaker on the topics of commodities, mining in particular. Would love to see you pick his brain.

  7. NA

    Do you know that Tavi Costa is wrong almost 95% of the time on his calls? There is a saying that even a dead clock is right two times a days. All he does on LinkedIn is keep saying gold/silver a million times over. Because that is the only thing he knows. Because that is the only thing he is long on. Because that is the only thing he understand. Stay away from these kind of so called Gurus.

  8. Adrian

    Dope

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