Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, interviews Tavi Costa, Partner and Macro Strategist at Crescat Capital, who says that gold is at a critical inflection point. Costa warns of the coming hard landing and breaks down a number of key charts that reveal the real state of the U.S. economy. Costa also gives his gold price forecast, adding that big hedge funds are about to flock back to the precious metals space.
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00:00 - Intro
01:41 - Macro Outlook and Hard Landing Prediction
04:57 - The Hard Landing Scenario Explained
06:33 - Central Banks and Gold Allocation
08:36 - Countering Goldman Sachs’ Recession Outlook
19:59 - Gold and Hedge Funds
22:14 - Gold’s Inflection Point and Investment Trends
35:07 - Portfolio Allocation