Tavi Costa – X, Released on 2/6/25 Meanwhile: India's gold imports have reached their highest level in over a decade. The FOMO is real. pic.twitter.com/p0pWvoo7WA — Otavio (Tavi) Costa (@TaviCosta) February 7, 2025 Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built Crescat’s […]
Tavi Costa – X, Released on 2/5/25 As gold miners start to move, it's important to put into perspective where we are in terms of valuations relative to history. Based on price-to-net asset value metrics, these companies are currently at their most undervalued levels in four decades. Let the bull market begin. pic.twitter.com/JxAJoAIlQe — Otavio […]
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 […]
