Gold Silver (w/ Mike Maloney), Released on 9/21/23
Join Mike Maloney and Tavi Costa from Crestcat Capital as they delve into the latest insights from Crestcat Capital’s newsletter. Discover why U.S. Treasuries are now more volatile than gold for the first time in 45 years and what this means for your portfolio. Explore the relationship between gold and the 10-year real yield, reflecting a shift in macroeconomic conditions and investor sentiment. Learn why the traditional 60-40 portfolio model is historically overvalued and how this might lead to a restructuring that includes a higher allocation to precious metals. Dive into historical gold cycles and understand why silver, often overlooked, might be the most undervalued metal on Earth. Don’t miss this in-depth discussion on gold, silver, and the current economic landscape.
Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, Reuters. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.
Michael Maloney is a precious metals investment expert and historian. He is the founder and owner of GoldSilver.com, a global leader in gold and silver sales/storage and one of the world’s most highly regarded investment education companies. He is author of the highest selling precious metals investment book of all time, Rich Dad’s Advisors: Guide to Investing In Gold and Silver. In addition, Mr. Maloney has been a precious metals investor advisor to “Rich Dad” founder Robert Kiyosaki. A student of economics, Mike is regarded as an expert on economic cycles and capitalizing on the opportunities they afford.