Gold To $20K? The Great Rotation That Will Reshape Markets
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Is gold still undervalued, even after hitting record highs? Tavi Costa says yes, and makes the case for $20,000+ gold.
In this insightful interview, Crescat Capital’s macro strategist Tavi Costa joins Trey Reik to explain why we’re in the early stages of a “Great Rotation” out of overvalued U.S. equities and into hard assets like gold, silver, and commodities. Tavi also lays out why traditional 60/40 portfolios are set to underperform for years, how U.S. debt levels and deglobalization are pressuring the dollar, and why central banks (and possibly even the U.S. Treasury) are quietly turning back to gold.
He also reveals:
- Why the 2-year Treasury yield could collapse
- Why the S&P 500’s best years may be behind it
- Why silver may be “the cheapest metal on Earth”
- And how AI, onshoring, and infrastructure needs are creating a boom in commodity demand
Video Length: 00:51:19
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