The Shift From 60/40 Portfolios to Commodities as the Dominant Asset Class With Tavi Costa

Respected analyst and portfolio manager at Crescat Capital, Tavi Costa joins the show to make a case for commodities as the dominant asset class in the next decade. Tavi sees a shift from the previous trend of big tech stocks and bonds that make up much of the traditional 60/40 portfolio, and into real assets in the form of gold, silver, oil and gas, and other commodities.Follow Tavi on Twitter: https://twitter.com/TaviCostaCrescat Capital: https://www.crescat.netSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture