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Fed To Cut ‘In A Big Way’: Will Market ‘Breakdown’ Follow? | Tavi Costa
Manage episode 505609667 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Tavi Costa, Portfolio Manager for Crescat Capital, argues that we are in the early stages of a major bull market for gold, silver, and mining stocks while tech stocks are overvalued and money will rotate into commodities and emerging markets as the dollar weakens.Watch Tavi's last interview with David: https://www.youtube.com/watch?v=5zVp0yGxfDQ*This video was recorded on September 9, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TAVI COSTA:Crescat Capital: https://www.crescat.net/Twitter (@TaviCosta): https://twitter.com/TaviCostaFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@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.00:00 - Intro.1:15 - Are we in a bubble?3:26 - Tech stocks5:16 - Is it time to sell?7:29 - Recent market performance9:40 - Inflation and emerging markets11:46 - Dollar decline12:57 - Emerging market sectors15:15 - DXY prediction16:28 - Stablecoins vs. dollar weakness17:50 - Weaker dollar agenda19:00 - US current account deficit crisis20:16 - Portfolio positioning22:04 - GDX up 90%23:49 - Comparison to previous gold bull cycles25:55 - Institutional interest in gold miners28:27 - What happens in 20 years?30:45 - Fed Policy predictions and monetary/fiscal policy#gold #economy #investing
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Manage episode 505609667 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Tavi Costa, Portfolio Manager for Crescat Capital, argues that we are in the early stages of a major bull market for gold, silver, and mining stocks while tech stocks are overvalued and money will rotate into commodities and emerging markets as the dollar weakens.Watch Tavi's last interview with David: https://www.youtube.com/watch?v=5zVp0yGxfDQ*This video was recorded on September 9, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TAVI COSTA:Crescat Capital: https://www.crescat.net/Twitter (@TaviCosta): https://twitter.com/TaviCostaFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@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.00:00 - Intro.1:15 - Are we in a bubble?3:26 - Tech stocks5:16 - Is it time to sell?7:29 - Recent market performance9:40 - Inflation and emerging markets11:46 - Dollar decline12:57 - Emerging market sectors15:15 - DXY prediction16:28 - Stablecoins vs. dollar weakness17:50 - Weaker dollar agenda19:00 - US current account deficit crisis20:16 - Portfolio positioning22:04 - GDX up 90%23:49 - Comparison to previous gold bull cycles25:55 - Institutional interest in gold miners28:27 - What happens in 20 years?30:45 - Fed Policy predictions and monetary/fiscal policy#gold #economy #investing
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Similar to The David Lin Report
Media and tech aren’t just intersecting — they’re fully intertwined. And to understand how those worlds work, and what they mean for you, veteran journalist Peter Kafka talks to industry leaders, upstarts and observers - and gets them to spell it out in plain, BS-free English. Part of the Vox Media Podcast Network.
…
continue reading
Entrepreneurship empowers everyone
…
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In the war on terror, who is it that we’re really fighting? “Caliphate” follows Rukmini Callimachi, who covers terrorism for The New York Times, on her quest to understand ISIS. For more information about the series, visit nytimes.com/caliphate. This series includes disturbing language and scenes of graphic violence. Producer: Andy Mills; Reporters: Rukmini Callimachi and Andy Mills; Managing Producer: Larissa Anderson; Editors: Wendy Dorr and Larissa Anderson; Associate Producer: Asthaa Cha ...
…
continue reading
The highlights of Afternoons with Relebogile Mabotja, just in case you missed the show.
…
continue reading
Feel brighter every day with our 20-minute pop-biz news podcast. The 3 business stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell. Formerly known as “Snacks Daily”, Nick and Jack continue their podcast independent from Robinhood.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell and the rotating cast of The Hustle. Plus, expert insight on business strategies including marketing, scaling, sales, and overall entrepreneurship.
…
continue reading
The Cārvāka Podcast is a series of long-form conversations hosted by Kushal Mehra. The podcast covers a wide range of subjects where Kushal speaks with a wide range of guests to talk about sports, philosophy, public policy, current affairs, history, economics, etc.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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If you’re reading this, chances are you’re not an undecided voter. But if you don’t want Donald Trump to become president again, between now and November you’ll need to convince as many as you can to cast their ballot for Joe Biden. With the help of some of the smartest strategists, pollsters, and organizers in politics today, host Jon Favreau explores the minds of voters who will decide the 2024 election, and gives you everything you need to persuade the persuadables in your life. Season 4 ...
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Global business news, with live guests and contributions from Asia and the USA.
…
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