Gold to $20k? Tavi Costa on the Great Rotation That Will Reshape Markets

Wealthion - Be Financially Resilient · May 14, 2025 · 54m

Is gold still undervalued, even after hitting record highs? Tavi Costa says yes, and makes the case for $20,000+ gold. In this insightful interview, Crescat Capital’s macro strategist Tavi Costa joins Trey Reik to explain why we’re in the early stages of a “Great Rotation” out of overvalued U.S. equities and into hard assets like gold, silver, and commodities. Tavi also lays out why traditional 60/40 portfolios are set to underperform for years, how U.S. debt levels and deglobalization are pressuring the dollar, and why central banks (and possibly even the U.S. Treasury) are quietly turning…