Investors Should Be Chasing Inefficiency For Best Value

"I can see a reckoning moment for the equity market [including technology stocks]," based on severe changes in margins caused by inflation, says Otavio 'Tavi' Costa, Crescat Capital Partner and Portfolio Manager. "Crypto is an extension of the technology sector," and a portion of the capital invested within cryptocurrencies will eventually flow into gold and silver, he tells our Daniela Cambone at the Swiss Mining Institute annual conference in Zurich. Costa shares why he believes there is an immense opportunity within the precious metal mining space because of drill results being reported today. "You're looking for world-class discoveries that are just not priced into the market right now," and the exploration side of mining is where the greatest gains can be made, he concludes. ⭐️ Join Daniela Cambone's exclusive community ➡️ https://danielacambone.com ➡️ Follow us on Facebook: https://www.facebook.com/StansberryResearch ➡️ Follow us on Twitter: https://twitter.com/stansberry ➡️ Follow us on Instagram: https://www.instagram.com/stansberry_research ➡️ Follow us on LinkedIn: https://www.linkedin.com/company/stanberry-research Chapters: 00:00 The de-coupling between Nasdaq and commodities. 1:56 Will the tech industry rebound? 3:11 Will the S&P experience more pain? 5:43 Why are you so bullish on commodities? 7:12 Will money flow out of bitcoin and into gold? 8:10 Why do you say the Fed can’t do much? 9:03 What opportunities are there in the mining space? 9:58 Why were mining companies rewarded more in the past? 11:16 New way of thinking: chase inefficiencies. 13:44 Costa’s final thoughts on investing