Tavi's hedge fund is net short general stocks and long gold, silver an precious metal miners including juniors.
According to Tavi, gold miners are outperforming every other sector by a wide margin and free cash flow for the industry just doubled.
No other industry can boast such improving fundamentals and a bull market during the last 6 months like gold miners can.
Tavi also thinks that gold, silver and precious metal miners will be going a lot higher as the Fed prints more, lets inflation run hot and tries to bailout US corporate bonds and the US consumer.
The only way Tavi doesn't see the rise in gold, silver and miners is if the Fed takes a long break from expanding its balance sheet.
Jason also asks Tavi about his profitable oil trade from 3-4 months ago, commercial real estate and his views on China.
- Source, Wall St for Main St
