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Tavi Costa, Portfolio Manager of Crescat Capital, discusses the peak of the U.S. dollar cycle, and its market consequences.

*This video was recorded on December 16, 2024

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0:00 - Intro

2:25 - Market sentiment

4:54 - Peak of the dollar

13:40 - Capital rotation

15:00 - Government spending

18:24 - Death of the Dollar

22:09 - Gold and the dollar

23:30 - Bullish assets from lower dollar

26:06 - Tariffs

28:12 - Investing in Latin America

31:15 - The new role of monetary policy

37:40 - Bond yields

39:10 - Mining stocks

#dollar #economy #investing

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