The Great Rotation: Capital To Dump High-Flying Stocks For Hard Assets | Crescat Capital (PT1)

Inflation is becoming a real problem.

The latest data shows the CPI, the annualized consumer price inflation rate, at 6.2%!

That’s higher than anything we’ve seen in decades and it’s looking less and less “transitory” than our leaders initially promised us it would be.

So we now have inflation spiking at the same time that financial asset prices are at all-time-highs.

What will happen next?

Kevin Smith & Tavi Costa, the fund managers of Crescat Capital, conclude the financial markets are about to undergo a “Great Rotation”, where capital will flow out of today’s high-flying sectors and into a host of new ones — like commodities and other hard assets like gold, silver, agriculture, land, oil & gas, and base metals.

This trend is highly likely to result in painful losses for many of today’s conventionally-positioned investors.

But it also offers the potential for massive gains for those relative few who are positioning for it in advance.

In this just-released video interview, Kevin & Tavi deliver a masterful overview of the Great Rotation they see coming and validate their conclusions with a trove of compelling data & charts.