In this Tavi Costa solo episode, he discusses key macroeconomic trends, particularly the inflationary impact of labor strikes and rising fiscal spending, which is largely non-growth-oriented. Crescat emphasizes the potential for heightened inflation due to increased global money supply and constrained commodity supplies, particularly in mining and agriculture. Silver is highlighted as a promising investment, as we believe demand is expected to rise due to supply shortages and shifting market dynamics.
0:00 Introduction2:22 Tavi Costa Macro32:17 Conclusion
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Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
