Kevin Smith & Tavi Costa of Crescat Capital make the very compelling case that gold, silver and the precious metals mining companies are poised for tremendous upside ahead, as part of the Great Rotation they see coming.

If you've not yet watched Part 1 of our interview with Kevin & Tavi, in which they explain why rising inflation will lead to higher interest rates that will in turn drive capital out of today's high-flying stocks and into hard assets & commodities, you can watch it here :