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

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 back to gold.

He also reveals:
Why the 2-year Treasury yield could collapse
Why the S&P 500’s best years may be behind it
Why silver may be “the cheapest metal on Earth”
And how AI, onshoring, and infrastructure needs are creating a boom in commodity demand

Chapters:01:09 - Crescat’s Three‑Pronged Strategy
05:45 - Defining the “Great Market Rotation”
10:14 - What’s Driving Crescat’s 2025 Outperformance
13:38 - Why the 60/40 Portfolio Is in Trouble
16:49 - Commodities vs. Equities: The Historic Discount
20:36 - Three Forces Fueling Gold’s Surge
24:36 - Why This Gold Cycle Could Be the Biggest Yet
30:03 - When Will It Be Time to Sell Gold?
36:32 - Valuing Gold: A $20K+ Playbook?
41:25 - Gold’s Role in the Next Monetary System
44:48 - 2025 Outlook: Rates, Commodities, and Markets
47:35 - Is Silver the Cheapest Metal on Earth?

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The opinions and information shared by Tavi in this discussion are his own, and not necessarily those of Crescat. Any investments discussed may or may not be held by Crescat. Investments carry risk including risk of loss.
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