“The U.S. Treasury’s gold reserves are at one of the lowest levels in 90 years,” says Tavi Costa, partner and portfolio manager at Crescat Capital, joining Daniela Cambone on the Daniela Cambone Show. “At just 2% of total government debt, this imbalance is a green light for long-term gold investors.”
Costa warns that rising U.S. debt, surging interest costs, and the likelihood of dollar devaluation will eventually force the government to either buy more gold or revalue it, a move he believes could unlock massive upside for the metal. “The world is accumulating gold, and the U.S. will have to join in,” he says. Beyond gold, Costa shares why the AI arms race and a coming infrastructure boom could reshape the U.S. economy, creating major opportunities in raw materials and engineering sectors.
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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Chapters:
00:00 U.S. Treasury gold reserves at historic lows
04:40 Why the U.S. may need to increase gold reserves
07:02 Could the U.S. ever default on its debt?
10:38 How gold revaluation could happen
12:25 Will China slow its gold purchases?
15:08 The AI arms race: who will win?
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24 Comments
Thanks to Bitcoin it is extremely undervalued
usa goes to hell if dollar loses its reserve currency status
Cash is toilet 🚻 papper .worthless
Stay Strong/Safe 🙏🏼💪🏽💯!!! The Truth Will Set you Free!!! Be Blessed and a Blessing! "We The People By The People For The People" United We Stand Divided We Fall…🛐 Eyes Wide Open NOT Eyes Wide Shut. 2A All The Way 🤝🏼…
So easy to fix. Return to constitutional money.
I am confused. It is known the US does not have a physical inventory at Fort Knox. So how does he know what the percentage is? My other point is our military strength worldwide. There is no risk to America assuming that strength exists. Ans it does as a former military man myself. Nothing can stop the United States from doing whatever the President wants to do. Canada is just a piss ant in comparison. So no, I have trouble with this man.
Devalue or default….it’s a two card game. Care to draw..?
Many thanks,
You're doing the great service👍
In this BS-infested industry, even ppl like this guy Costa (relatively saner😂) thinks we can inflate the debt away- these rearview mirror glued clown still don’t get that we have already defaulted & crackup boom has been going on for a long time, 🤣🤣& fiscal dominance has been going on stealthily for over 10 years 😂
We have already inflated debt away & the morons don’t even have a basic concept of law of large numbers or what initial conditions mean😂
These stupid sh#heads have sold the greatest BS for so long that the door mbsh#* masses have no basic ability to even tell BS from truth anymore 😀🤣
The simple fact that the morons sold fake deflation theme to justify negative interest rates (even nominal negative interest rates, never in the 5000 years of history of interest rates) shows how stupid & corrupt the morons can get, & how sleazy & immoral ass#^ who make Tyrants look decent have destroyed the freedom & dignity of fellow human beings😂
It shows how stupid our dumbsh#* species can get, that make even apes & sheep feel embarrassed 😂
Exceptional – In BSing themselves to death 😂😂
Planet of the Apes is not a fiction, it is a prophecy 😂😂
Who needs enemies? 😀🤣
Saludos a Los. BRILLANTES. ECONOMISTAS , Son. Grandes. ANALISTAS. FINANCIEROS. !!!
AI race? You can't win an AI race without having control of Rate earth minerals.
Who needs gold when there is Bitcoin crypto presenting such an enormous value? Is there anyone who checks on how many bitcoins are owned by the US? Although crypto is produced out of the thin air, it is accepted worldwide; "The Emperor's New Clothes". And I am hearing: Gold to 20000,50000, 500000…. eversince. And now there is a talk about generating unlimited gold from Mercury by nuclear reactions, solving the gold shortage.
While gold is, in fact, very important for individuals to own, please remember that these people making this video are doing so for entirely self-serving purposes. They, like the vast majority of financial blowhards, are selling their book.
USA should be transparent on how much are the real gold reserves do the USA have.
Almost all countries have less than 2% as well 🤦♂️
The focus on crypto is an indication of the reality of gold holdings.
The U.S. Government needs to keep buying gold with money created out of thin air until the new price of gold owned by the U.S. government backs all the dollars that have ever been created. That would end our fiat currency for at least a few days.
Yeah gold won't help .they will default.
They will print endlessly (like they have) causing hyperinflation before default.
What happened to the gold audit – going into Fort Knox?
Why doesn't the Govt just dig up more gold?
How can you owe a debt to thieves?
Great interview. Tavi Costa is knowledgeable and clearly explains facts. Just the facts and no hype is what I want to hear. Thanks Daniela.
White house press secretary
Karine Jean ( top of mind ) Pierre
That is where the single most illiterate uneducated
B.s. started , it took a while
And boy look at it making the rounds of talk radio / tv
Everywhere
Sorry not here not ever
Great interview
Cheers