Precious metals are one area where there is still tremendous value, and we are still in the very early stages of a bull market…
Tavi sees the current business cycle as being almost over and is awaiting an overall downturn in equities. Yield curves are inverting in most countries, and in Canada, 90 percent are now inverted. Copper has started to fall apart, and we are nearing a moment where equities correct to fundamentals.
Precious metals are one area where there is still tremendous value. Gold and silver will retest and surpass their 2016 highs as we are still in the very early stages of a bull market.
Time Stamp References:
0:40 – Recession outlook and two-year yields.
2:40 – Many countries rates are inverting.
5:20 – Outlook for gold and silver.
7:20 – Funds not invested in gold yet.
9:40 – China and Hong Kong negative outlook.
13:00 – Books on macro investing.
15:10 – Hedging and managing risks.
18:30 – There current three main themes.