Tavi Costa from Crescat Capital joins us this week to discuss how the current environment of both fiscal and monetary policies will continue to drive commodity prices even higher. Top that with global tensions overseas, creating more uncertainty in the markets. With persistent inflation, hard assets are a powerful place to allocate capital, especially when they have been neglected for so long. We are convinced the market will not see new all-time highs, however commodities and other hard assets won't be immune to this grander inflationary force.