The Shift From 60/40 Portfolios to Commodities as the Dominant Asset Class With Tavi Costa
About this episode
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
Subscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commodityculture
Follow Jesse Day on X: https://x.com/jessebday
Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Get every episode summarized
Each time Commodity Culture publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Commodity Culture
The AI Bubble is Way Worse Than You Think - '2008 All Over Again': Jay Martin
Commodity Culture
Silver Manipulators Failing - Move Back to $120 Will Be 'Very Quick': Mario Inne...
Commodity Culture
What's Behind Huge Silver Premium in Shanghai? 'This Isn't Supposed to Happen':...
Commodity Culture
GOLD Just Became a Real Alternative to the Dollar (Here’s Why): Nick Campbell
Commodity Culture