The Shift From 60/40 Portfolios to Commodities as the Dominant Asset Class With Tavi Costa
Respected analyst and portfolio manager at Crescat Capital, Tavi Costa joins the show to make a case for commodities as the dominant asset class in the next decade. Tavi sees a shift from the previous trend of big tech stocks and bonds that make up much of the traditional 60/40 portfolio, and into real assets in the form of gold, silver, oil and gas, and other commodities.
Follow me on Twitter: https://twitter.com/jessebday
Follow Tavi on Twitter: https://twitter.com/TaviCosta
Crescat Capital: https://www.crescat.net
00:00 Introduction
00:29 How Did Tavi Start Investing?
02:46 Current State of the Economy and Markets
05:36 Are We Entering a Commodities Supercycle?
10:47 Energy Sector
14:26 Gold and Silver
17:56 Effects of Deglobalization on Commodities
23:28 How Should Investors Approach Commodities?
#commodities #energy #preciousmetals
-
40:38
Commodity Culture
6 months ago $0.01 earnedTightening Commodity Export Controls Squeezing Supply Like Never Before: Jay Martin
126 -
52:25
shaneyyricch
2 hours agoLOGAN PAUL JOINS THE DARK SIDE
3.28K2 -
17:32
Standpoint with Gabe Groisman
3 hours agoEp. 30. Quick Point: Hostage Rescue; Media Fallout. 6/14/24
30.2K13 -
1:35:45
Russell Brand
5 hours agoBiden MALFUNCTIONS At G7 Summit - Replacement Imminent?!
106K255 -
1:52:22
Robert Gouveia
5 hours agoElection Rigging STOPPED; Fani FREAKS OUT; Liz Cheney INSURRECTED Again! Bump Stocks BACK
31.1K51 -
1:38:10
Nina Infinity
19 hours agoGOOD NEWS – Infinite Hope # 189
22.2K3 -
2:31:19
LumpyPotatoX2
5 hours agoFortnite Friday - #RumbleTakeover
24.8K2 -
1:55:06
The Charlie Kirk Show
4 hours agoLIVE from the People's Convention in Detroit | 6.14.24
83.9K38 -
58:55
The Dan Bongino Show
7 hours agoThe Troubling CIA - DOJ Connection (Ep. 2271) - 06/14/2024
516K1.81K -
1:01:49
Dr. Eric Berg
2 days agoThe Dr. Berg Show LIVE June 14, 2024
48.3K4