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Dollar Hit Historic Peak: Massive Market Rotation In 2025 | Tavi Costa | Tavi Costa
Manage episode 456044132 series 3614106
The David Lin Report에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The David Lin Report 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Go to http://groundnews.com/davidlin to understand how today’s headlines impact your financial future. Save 50% off the Ground News Vantage plan and stay fully informed on economics, tech and more. Tavi Costa, Portfolio Manager of Crescat Capital, discusses the peak of the U.S. dollar cycle, and its market consequences. *This video was recorded on December 16, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW TAVI COSTA: Crescat Capital: https://www.crescat.net/ Twitter (@TaviCosta): https://twitter.com/TaviCosta FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 2:25 - Market sentiment 4:54 - Peak of the dollar 13:40 - Capital rotation 15:00 - Government spending 18:24 - Death of the Dollar 22:09 - Gold and the dollar 23:30 - Bullish assets from lower dollar 26:06 - Tariffs 28:12 - Investing in Latin America 31:15 - The new role of monetary policy 37:40 - Bond yields 39:10 - Mining stocks #dollar #economy #investing
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