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 sectorhe 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.