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Global Money Supply Surging, Get Ready For Inflation's Massive Comeback | Tavi Costa
Tavi Costa, Portfolio Manager of Crescat Capital, discusses the return of higher global money supply and "entrenched inflation, and the outlook for markets, commodities, and interest rates.
*This video was recorded on October 8, 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
0:50 - Did the Fed make a mistake?
3:17 - Global money supply
10:00 - China stimulus and commodities
16:40 - Bullish assets
18:09 - Steepening yield curve
25:40 - Non-growth fiscal spending
31:40 - Gold vs. Copper
40:10 - Mining stocks
#inflation #economy #investing
View all episodes
By The David Lin Report
4.5
2525 ratings
Tavi Costa, Portfolio Manager of Crescat Capital, discusses the return of higher global money supply and "entrenched inflation, and the outlook for markets, commodities, and interest rates.
*This video was recorded on October 8, 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
0:50 - Did the Fed make a mistake?
3:17 - Global money supply
10:00 - China stimulus and commodities
16:40 - Bullish assets
18:09 - Steepening yield curve
25:40 - Non-growth fiscal spending
31:40 - Gold vs. Copper
40:10 - Mining stocks
#inflation #economy #investing
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