The ‘macro trades of the century’: A ‘bigger decline’ is coming for stocks – Tavi Costa

The 'macro trades of the century': A 'bigger decline' is coming for stocks - Tavi Costa

Tavi Costa, portfolio manager at Crescat Capital, discusses his outlook on the macroeconomic landscape, mining stocks, and gold with David Lin, Anchor for Kitco News.

Follow David Lin on Twitter: @davidlin_TV (
Follow Kitco News on Twitter: @KitcoNewsNOW (
Follow Tavi Costa on Twitter: @TaviCosta (

0:00 – Crescat Capital performance
3:50 – Outperforming with mining stocks
6:35 – Long/short strategy
11:20 – Sources of inflation
13:42 – Policies to fight inflation
18:00 – Macro imbalances
19:11 – Stock market outlook
21:30 – Consumer sentiment
22:24 – Asset allocation
24:27 – Tech stocks
25:44 – Equity valuations
27:50 – Mining stocks

#stocks #economy #investing
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