maneco64, Released on 6/15/23

I recently spoke to Tavi Costa a portfolio manager at Crescat Capital. We discussed the Fed’s recent decision, the prospects for the economy, and where Tavi sees value in terms of investments. Tavi’s conclusion is that there has never been such a multitude of macro forces that will keep driving the relative outperformance of precious metals and commodities.

Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, Reuters. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.

  commodities, economy, gold, investing, stock market, tavi costa