The Shift From 60/40 Portfolios to Commodities as the Dominant Asset Class With Tavi Costa

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 me on Twitter: https://twitter.com/jessebday

Follow Tavi on Twitter: https://twitter.com/TaviCosta
Crescat Capital: https://www.crescat.net

00:00 Introduction
00:29 How Did Tavi Start Investing?
02:46 Current State of the Economy and Markets
05:36 Are We Entering a Commodities Supercycle?
10:47 Energy Sector
14:26 Gold and Silver
17:56 Effects of Deglobalization on Commodities
23:28 How Should Investors Approach Commodities?

#commodities #energy #preciousmetals