The state of the world economy | Otavio Costa
In this conversation we talk to Otavio (Tavi) Costa, Crescat Capital portfolio manager and native of Brazil about the global economy, the US, Europe, China, Tavi's gold Thesis and FED's strategy
Tavi Costa
Twitter profile: / tavicosta
Instagram profile: / tavicostamacro
If you want to learn a little bit more about how AI is changing industries and the economy: https://www.holloway.com/b/making-thi...
TIMESTAMPS:
00:00 Introduction
00:38 An overview of the US economy
12:19 Problems with the Treasury Market
18:19 The future of the US
28:00 Inflation and commodity prices
39:34 The future of Gold prices
44:50 China and the Renminbi
52:48 Future of China
54:30 End of Big Tech?
1:02:36 Big Tech prospectus
1:07:53 FED's strategy
1:10:48 Growth vs Value investing
I am not a financial advisor. Do not take anything on Youtube as financial advice, ever. Do your own research.