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 – […]
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 […]
Tavi Costa – X, Released on 6/28/24 Source: https://x.com/TaviCosta/status/1806823211247833401 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 […]
Gold Silver (w/ Mike Maloney), Released on 6/27/24 For Part 2 of this interview, CLICK HERE Join Alan Hibbard of GoldSilver.com and Tavi Costa from Crescat Capital as they dive deep into the implications of a rapidly evolving AI-driven world on gold and silver prices. In this insightful discussion, they explore why commodities could see […]
The Market Sniper, Released on 6/11/24 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 […]
Tavi Costa – X, Released on 6/12/24 Source: https://x.com/TaviCosta/status/1800917537372115240 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 […]
Liberty and Finance, Released on 6/12/24 Gold and silver have pulled back, but fundamentals are still quite strong, says Tavi Costa (https://www.crescat.net). Many central banks have been accumulating gold aggressively. Official gold purchases are likely underreported, he says. Around the world, central banks are also increasing their currency supplies. High inflation is likely to continue […]
