Respected analyst and portfolio manager at Crescat Capital, Tavi Costa joins the show to make a case for commodities as the dominant asset class in the next decade. Tavi sees a shift from the previous trend of big tech stocks and bonds that make up much of the traditional 60/40 portfolio, and into real assets in the form of gold, silver, oil and gas, and other commodities.
Follow Tavi on Twitter: https://twitter.com/TaviCosta
Crescat Capital: https://www.crescat.net
Follow Jesse Day on X: https://x.com/jessebday
Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Commodity Culture