#inflation #liquidity #commodities #QE #miners #gold #silver #dollar #federalreserve #nominalrates #realyields #stimulus #macro
This interview was conducted on Thursday, March 31st, 2021. We had the pleasure of speaking with Tavi Costa a portfolio manager and macro analyst at Crescat Capital.
We covered the U.S. economy, the fiscal and monetary picture going forward and also the big picture relative value investment outlook between the general stock market and the commodity sector.
Crescat Capital: https://www.crescat.net/
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