Commodities Best Assets To Own During The Market’s ‘Great Unwind’ | Tavi Costa (Part 1/2)

Wealthion, Released on 5/10/22

For Part 2 of this interview, CLICK HERE

Markets are in turmoil as inflation rages, the Fed hikes interest rates and recession looms. So far for 2022: US Government bonds are down over 10%. The S&P is down over 17%. The tech-heavy NASDAQ is down over 27%. And Bitcoin is down over 37%. Today’s guest, analyst Tavi Costa of Crescat Research, thinks there’s room further to fall for these assets as everything is repriced in what he refers to as the Great Unwind. But the one sector he thinks remains poised to do well – very well – from here is commodities. In this interview we dive deep into his reasons why.

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.

Adam Taggart is the Founder of Wealthion. He is also Co-Founder and former President of Peak Prosperity. Adam is an experienced Silicon Valley internet executive and Stanford MBA. Prior to partnering with Chris Martenson (Adam was General Manager of our earlier site, ChrisMartenson.com), he was a Vice President at Yahoo!, a company he served for nine years. Before that, he did the ‘startup thing’ (mySimon.com, sold to CNET in 2001). As a fresh-faced graduate from Brown University in the early 1990s, Adam got a first-hand look at all that was broken with Wall Street as an investment banking analyst for Merrill Lynch. Most importantly, he’s a devoted husband and dad.

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