EPI 063 - The World Needs Commodities w/ Tavi Costa (Partner & Portfolio Manager, Crescat Capital)
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The world will never stop needing commodities. It has its place, and it has been neglected for far too long. We are entering a new environment where value will be the priority. Where free cashflow is expected to significantly rise and is matching market caps that are far greater than the entire commodity space as a whole.
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\\nTavi Costa from Crescat Capital joins us this week to discuss how the current environment of both fiscal and monetary policies will continue to drive commodity prices even higher. Top that with global tensions overseas, creating more uncertainty in the markets. With persistent inflation, hard assets are a powerful place to allocate capital, especially when they have been neglected for so long. We are convinced the market will not see new all-time highs, however commodities and other hard assets won't be immune to this grander inflationary force.