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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI248: Inflation is Here to Stay w/ Tavi Costa
Description: IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back. 02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis. 12:15 - His thoughts on the energy sector and if it will continue to have a third strong year? 12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now. 27:4...