Vincent Tie

Posted by Vincent Tie on 09 Dec 2020

Tavi Costa - We're Seeing the Largest Gold Supply-Demand Mismatch in History

SBTV speaks with Tavi Costa, Partner and Portfolio Manager at Crescat Capital, about the $8.5 trillion US Treasuries maturing in 2021 and why we are now seeing the largest supply-demand mismatch in the gold market.

Discussed in this interview:
01:16 Federal Reserve fanning booms and busts since 1913
04:32 Environment support the rise of hard assets like gold
07:25 History rhymes in charts
12:10 Parallels with 1929 stock market boom and impending crash
16:34 Hyperinflation unlikely in the US
19:34 Gold's performance in the short-term
26:08 Precious metals equities great but how are the risks?
29:34 Gold-to-risk parity index ratio

 

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