Get Ready For A Falling Dollar. It Will Change Everything | Tavi Costa

An episode of the Thoughtful Money with Adam Taggart podcast, hosted by Adam Taggart | Thoughtful Money, titled "Get Ready For A Falling Dollar. It Will Change Everything | Tavi Costa" was published on February 27, 2025 and runs 89 minutes.

February 27, 2025 ·89m · Thoughtful Money with Adam Taggart

0:00 / 0:00

Summary

The US dollar has been very strong for several years now. Among other implications, capital from the rest of the world has flooded into US stocks as a result.Today’s guest predicts that for many reasons, especially America’s need to get bond yields lower in order to make its debt more serviceable, the dollar will fall materially over the coming year.If that happens, it will likely be unfavorable for US stocks, but add a tailwind to other assets, some trading at attractive discounts todaySo where do the best opportunities lie for investors?To find out, we turn to macro and commodities expert Tavi Costa of Crescat Capital.TIME'S RUNNING OUT! BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference

Episode Description

The US dollar has been very strong for several years now. Among other implications, capital from the rest of the world has flooded into US stocks as a result.Today’s guest predicts that for many reasons, especially America’s need to get bond yields lower in order to make its debt more serviceable, the dollar will fall materially over the coming year.If that happens, it will likely be unfavorable for US stocks, but add a tailwind to other assets, some trading at attractive discounts todaySo where do the best opportunities lie for investors?To find out, we turn to macro and commodities expert Tavi Costa of Crescat Capital.TIME'S RUNNING OUT! BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference

Share this episode

Similar Episodes

#165 Findability and why SEO still matters in 2026

Apr 13, 2026 ·16m

#164 Living life on your own terms with Anne-Marie Zanzal

Apr 6, 2026 ·41m

#163 Systems that make money flow

Mar 30, 2026 ·16m

#162 Simplifying your business by simplifying your life

Mar 23, 2026 ·24m

#161 Why good websites feel calm

Mar 16, 2026 ·16m

#160 Moving my newsletter home: Why I’m leaving Substack

Mar 9, 2026 ·19m

Similar Podcasts

DO MORE WITH YOUR MONEY T.J. van Gerven Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to financial independence.Whether you're managing equity compensation, navigating major financial decisions, or simply want to make smarter money moves, this podcast offers real-life planning insights rooted in both technical expertise and purpose-driven thinking.🎯 Popular topics include: • How to use your equity comp (ISOs, RSUs, NSOs) strategically • When to invest excess cash (and when not to) • Building a plan that supports the life you actually want • Avoiding common tax traps as your wealth grows • Financial planning for dual-income householdsNew episodes drop regularly with thoughtful conversations, solo deep dives, and real client case studies (shared anonymously, of course). Listen Ca$hholes Life's Best Insurances Three hilarious and thoughtful finance professionals reflect on the terrible advice people are given and share good ideas instead. Want to learn what not to do with your money? Listen to Ca$hholes. Conversations with Preshel Precious Life rarely comes with a clear roadmap.On Conversations with Preshel, we explore money, mindset, books, ambition, fear, and the quiet decisions that define our future. These are honest reflections and strategic breakdowns for people who want to think deeper and move smarter.No noise. No fluff.This is not surface-level self-help. Just thoughtful conversations for people building their next chapter. The Kind Business podcast Yarrow Magdalena A cozy, thoughtful podcast for sensitive, intuitive creatives, neurodivergent business owners, and anyone building a values-led business outside of hustle culture. Each episode offers honest, heart-centered conversations about slow marketing, ethical strategy, money, creativity, and the everyday realities of doing business with care and integrity.Join us at https://pinkwellstudio.com/

URL copied to clipboard!