The Lead-Lag Report, Released on 8/5/24 Join this can’t miss live conversation with Tavi Cost on Gold and markets. 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 […]
Kitco News, Released on 7/24/24 Jeremy Szafron, Anchor at Kitco News, interviews Tavi Costa, Partner and Macro Strategist at Crescat Capital, on the future of the U.S. dollar, sovereign debt concerns, and the implications for global markets. Costa discusses his bearish outlook on the dollar, driven by rising debt levels and long-term fiscal sustainability issues. […]
Tavi Costa – X, Released on 7/17/24 This chart is becoming increasingly relevant in today's macro environment. Multiple rate cuts by the Fed are yet to become part of the market narrative in my view. If history is any indication, this scenario could create a major tailwind for gold. H/t to my friend… pic.twitter.com/0OZcQkVkfk — […]
ITM Trading, Released on 7/15/24 “We’re close to a major domino falling in the next six to nine months,” predicted Tavi Costa, macro strategist at Crescat Capital. He explains to Daniela Cambone that the equity markets are likely to be the next to feel the economic repercussions driven by the higher cost of capital, which […]
The David Lin Report, Released on 7/13/24 (Recorded on 7/9/24) Tavi Costa, Portfolio Manager at Crescat Capital, discusses the dangers of stock market valuations, the coming steepening of the yield curve, the deteriorating economy, and the Fed’s response to current macroeconomic conditions. 0:00 – Intro 2:00 – Yield curve steepening 10:45 – Currencies 12:20 – […]
Tavi Costa – X, Released on 7/4/24 Source: https://x.com/TaviCosta/status/1808866722683965702 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 […]
Tavi Costa – X, Released on 7/2/24 Another major steepening of the yield curve. The recessionary signal this sends cannot be overstated. Just so you know: 82% of the entire curve remains inverted. pic.twitter.com/v3hprLIFgO — Otavio (Tavi) Costa (@TaviCosta) July 2, 2024 Tavi Costa is a partner and portfolio manager at Crescat Capital and has […]
Gold Silver (w/ Mike Maloney), Released on 7/2/24 For Part 1 of this interview, CLICK HERE In this insightful video, Alan Hibbard and Tavi Costa of Crescat Capital delve into the potential impacts of interest rate cuts on gold and silver markets, drawing parallels with historical stagflationary periods. We explore how speculative positions in currency […]
