Tavi Costa – X, Released on 10/23/24 Source: https://x.com/TaviCosta/status/1849179516540686753 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 […]
MiningStockEducation.com, Released on 10/24/24 “Oil looks even more attractive than gold right now” says portfolio manager Tavi Costa of Crescat Capital. Tavi Costa shares that even though he expects gold over $2900/oz and silver touching over $40/oz before year-end 2024, he is even more bullish oil and possibly other non-precious metals. A year from now, […]
Wall Street Silver, Released on 10/23/24 Tavi Costa joins us to discuss silver prices exploding and how central banks are in panic mode as control slips away! 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 […]
Palisades Gold Radio, Released on 10/9/24 0:00 – Introductions 0:55 – Market Turning Point 4:23 – Weak Dollar Outlook 11:04 – Labor & Job Numbers 15:34 – Inflation & Commodities 22:00 – 2024 P.M. Performance 29:33 – Gold Vs. Miners 35:03 – Investment or Speculation 39:33 – Analyzing Mine Sector 48:36 – Royalty Plays? 51:53 […]
The David Lin Report, Released on 10/8/24 Tavi Costa, Portfolio Manager of Crescat Capital, discusses the return of higher global money supply and “entrenched inflation, and the outlook for markets, commodities, and interest rates. 0:00 – Intro 0:50 – Did the Fed make a mistake? 3:17 – Global money supply 10:00 – China stimulus and […]
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 — […]
