'Second Pillar' Of Inflation Is Coming, What’s Next For Stocks?

Tavi Costa, Portfolio Manager of Crescat Capital, discusses the long-term outlook for inflation, economic growth, stock market valuations, and gold.

*This video was recorded on June 28, 2023

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0:00 – Intro
0:30 – Macro overview
3:45 – Stock market valuations
11:00 – Long-term inflation
14:16 – Gold vs bonds
29:00 – Gold vs inflation
24:45 – Dedollarisation
27:40 – Gold miners
30:35 – Yield curve inversions

#stocks #investing #economy

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