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Tavi Costa, Portfolio Manager at Crescat Capital, discusses the dangers of stock market valuations, the coming steepening of the yield curve, the deteriorating economy, and the Fed's response to current macroeconomic conditions.

Watch Tavi's last interview with me: https://youtu.be/becLT1YbyBM?si=0A5vj...

*This video was recorded on July 9, 2024

Listen on Spotify: https://open.spotify.com/show/510WZMF...

Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...

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0:00 - Intro

2:00 - Yield curve steepening

10:45 - Currencies

12:20 - Bull vs. Bear steepener

18:40 - Financial vs. “real” assets

20:57 - Fed cuts

24:00 - China’s “gold rush”

26:47 - Gold price outlook

29:50 - Dollar outlook

32:30 - Which “real asset” will outperform?

37:00 - Mining industry

47:30 - Gold’s price “floor”

*This video is not financial advice. The channel is not responsible for the performance of sponsors

and affiliates.

#economy #investing #stocks