Tavi believes the FED is trapped in a dilemma. On one side, it could decide to continue expanding its balance sheet to ensure subdued interest rates at the cost of setting off an inflationary problem. Or, it could take the deflationary route by reversing its unprecedentedly loose monetary policy, due to overheating economic conditions, resulting in a reckoning moment for financial assets from record valuations. In this episode we invited Tavi Costa, Partner & Portfolio Manager at Crescat Capital, shares with us why he believes the FED is trapped in its own policies, why inflation will get out of control and the case for a commodity supercycle with a bull run that barely started for commodities like gold and silver.