The similarities with the early 2000s would be, we’ve had China back in those days entering the WTO and really building its economy to become the manufacturing plant of the global economy. I think really all commodities look attractive, but some of them I think are a little more asymmetric than others. Tavi: Well, I think there’s some similarities to the early 2000s, but some also key differences, and I think would probably be the longest and maybe strongest commodity bull markets that we may experience in the following years, just especially in the precious metal space, I think, and metals and mining in general. Tobias: Talk to us about how do you see the world of commodities and prospects for commodity equities over the next 10 years. We had the super cycle in the early 2000s. So, Tavi, it’s been a mixed bag for commodities over the last decade or so. Makes it sound like we got a cast of thousands here. Bendigo, what’s up? Cardiff, Wales, hello. Santo Domingo, Dominican Republic, what’s up? First in the house, I think. I always give a shoutout to the crowd, where everybody’s coming from. So, that’s my two minutes’ version of myself right now. We’ll be launching two other institutional funds soon. Now, we are essentially managing three different funds currently a precious metals fund, a global macro fund, and a long-short fund. I would read three, four, or five newspapers a day about finance, and then eventually got into the world of hedge funds and money management and became a partner at Crescat Capital. I don’t know why I fell in love with reading newspapers for some reason. Moved to the US, finish up college, and then started working with finance. Played tennis in my teenager times, and then finally got a scholarship to play tennis in the US. My dad always owned a small business, actually back in Brazil, and I was always involved with that. Where are you from and how did you get into where you are now? Let’s talk a little bit about your background. Are we going to talk precious metals, commodities. Special guest today is Tavi Costa of Crescat. I’m Tobias Carlisle, joined as always by my cohost, Jake Taylor. Tobias: This meeting is being livestreamed. You can also listen to the podcast on your favorite podcast platforms here: You can find out more about the VALUE: After Hours Podcast here – VALUE: After Hours Podcast. The Impact of China’s Currency Devaluation.Comparing This Commodities Market To The 2000’s.Is Pertobas A Potential Pick For Value Investors?.Why Have Commodity Prices Been Supressed For So Long?.Gold Will Become A More Defensive Asset In Portfolios.The Future For China’s Commodity Market.Robust Market Ahead For Precious And Base Metals.Lack Of Vision In Large Gold Mining Companies.Emerging Market Assets Ridiculously Cheap.AI Closes The Gap Between Large And Small Businesses.In their latest episode of the VALUE: After Hours Podcast, Tavi Costa, Jake Taylor, and Tobias Carlisle discuss:
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