Commodities Best Assets To Own During The Market’s ‘Great Unwind’ | Tavi Costa, Crescat Capital

Markets are in turmoil as inflation rages, the Fed hikes interest rates and recession looms.

So far for 2022:

  • US Government bonds are down over 10%
  • The S&P is down over 17%
  • The tech-heavy NASDAQ is down over 27%
  • And Bitcoin is down over 37%

Today’s guest, analyst Tavi Costa of Crescat Research, thinks there’s room further to fall for these assets as everything is repriced in what he refers to as the Great Unwind.

But the one sector

he thinks remains poised to do well – very well – from here is commodities like energy, oil, natural gas, agriculture, wheat, base metals, copper, precious metals, gold & silver.
In this interview we dive deep into his reasons why.

Commodities & US Dollar Key Safe Havens Right Now | Rabobank’s Michael Every

Yesterday we shared with you Part 1 of our interview with global strategist Michael Every.

In it, he explained why the geopolitical world order is Balkanizing – a process started before, but dramatically exacerbated, by Russia’s invasion of Ukraine.

He predicts the shock waves will disrupt trade, political alliances, financial markets, and the flow of the world’s critical resources.

So, what steps should we regular investors be taking now in preparation?

To hear his answers, watch Part 2 of our interview with Michael Every.

Home Prices To Drop 10-30% Later This Year?

With home prices at all-time highs, many (including the Federal Reserve Bank of Dallas!) are warning the US is back in a housing bubble.

One that is suddenly facing a lot of potential pins that threaten to burst it.

Fast rising mortgage rates, record unaffordability, a weakening consumer, a slowing economy, new inventory coming online — the list is long and growing fast.

How likely is a coming correction for the housing market?

If one occurs, how bad could it be?

Which markets are most vulnerable? And which look best positioned?

For answers to these important questions, I sit down with real estate analyst Nicholas Gerli.

The punchline? Nick expects the US housing market to drop by 10-30% this year.

Whether you’re a home owner, a renter, a potential home seller or buyer, you’ll want to watch this brand-new interview with Nicholas Gerli.