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Dollar Hit Historic Peak: Massive Market Rotation In 2025 | Tavi Costa | Tavi Costa
Go to http://groundnews.com/davidlin to understand how today’s headlines impact your financial future. Save 50% off the Ground News Vantage plan and stay fully informed on economics, tech and more.
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
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW TAVI COSTA:
Crescat Capital: https://www.crescat.net/
Twitter (@TaviCosta): https://twitter.com/TaviCosta
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
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Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
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
View all episodes
By The David Lin Report
4.4
3737 ratings
Go to http://groundnews.com/davidlin to understand how today’s headlines impact your financial future. Save 50% off the Ground News Vantage plan and stay fully informed on economics, tech and more.
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
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW TAVI COSTA:
Crescat Capital: https://www.crescat.net/
Twitter (@TaviCosta): https://twitter.com/TaviCosta
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
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
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