Why Tavi Costa is structurally bearish on the dollar
Aug 18, 2025•53 min
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Episode description
Earn a yield on gold, paid in gold: https://buff.ly/HHz9gai
Tavi Costa joins the podcast to discuss his views on the secular bull market in gold and the reason he is structurally bearish on the dollar. We discuss interest rate differentials, how central bank reserves are shifting, and the significance of US monetary and fiscal problems.
Tavi Costa joins the podcast to discuss his views on the secular bull market in gold and the reason he is structurally bearish on the dollar. We discuss interest rate differentials, how central bank reserves are shifting, and the significance of US monetary and fiscal problems.
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