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 david@thedavidlinreport.com *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
