Commodities at a Turning Point: Anticipating a Breakout – Tavi Costa

Kitco News, Released on 3/5/24

Jeremy Szafron, Anchor at Kitco News, interviews Tavi Costa, Partner and Macro Strategist at Crescat Capital, who says that commodities are at a turning point with a major breakout coming. Costa explains the latest price moves in gold, silver, oil, and more. He also shares his investment strategy in the current market environment. Costa weighs in on the U.S. economy, geopolitics, and the problematic debt situation in the U.S.

00:00 – Intro: Update on the Gold Market
02:36 – Gold’s Resurgence and Central Bank Demand
04:16 – Bullish Outlook on Gold and Silver
04:45 – Strategies in Mining Investments
08:10 – Inflation, Interest Rates, and Commodity Insights
09:41 – Sector-Specific Opportunities: Energy and Metals
10:53 – Market Dynamics and Geopolitics
13:32 – Rising Debt Levels: Two Scenarios
15:23 – Gold and Bitcoin
17:11 – Global Economic Trends and BRICS Dynamics
21:49 – Investment Strategies for 2024 and Beyond

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.

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