Otavio (Tavi) Costa(@TaviCosta):Washington has a strong dollar, high interest rates, and an unmanageable debt-service burden. The math won’t let it have all three. My two cents: A weakening dollar and financial repression will be the two defining macro drivers of this decade. None of us owns enough hard assets.

Otavio (Tavi) Costa

@TaviCosta

Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com

参加 June 2014

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Otavio (Tavi) Costa@TaviCosta

2026.09.20 00:38

Washington has a strong dollar, high interest rates, and an unmanageable debt-service burden. The math won’t let it have all three. My two cents: A weakening dollar and financial repression will be the two defining macro drivers of this decade. None of us owns enough hard assets.