Episode 429

MI248: Inflation is Here to Stay w/ Tavi Costa

Rebecca Hotsko chats with Tavi Costa about why he thinks the era of easy money is over and value investing is coming back, why he believes we are in a new commodity bull cycle, which commodities he thinks provide the best long term investment opportunities going forward, his thoughts and outlook on the mining, energy, uranium, and agricultural sectors, the reasons behind why Tavi is most bullish on the mining sector, his thoughts on the energy sector and if it will continue to have a third strong year, why he thinks inflation is here to stay and the four pillars of inflation driving this thesis, his checklist for finding great investments in the commodity sectors, his thoughts on the uranium sector, and much, much more! ents in the commodity sectors, his thoughts on the uranium sector, and much, much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

January 12, 202355m 3s

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back.

02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis.

12:15 - His thoughts on the energy sector and if it will continue to have a third strong year?

12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now.

27:49 - Why Tavi believes we are in a new commodity bull cycle.

42:31 - His thoughts and outlook on the mining, energy, uranium, and agricultural sectors.

42:31 - The reasons behind why Tavi is most bullish on the mining sector.

42:20 - His thoughts on the Uranium sector.

39:33 - His checklist for finding great investments in the mining sector.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Related Episode: Listen to MI162: Is Now the Time to Own Gold? w/ Tavi Costa, or watch the video.

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