Finding Value in Gold and Mining Stocks — Tavi Costa & Ronnie Stoeferle

In Gold We Trust, Released on 3/4/24

0:00 Introduction
5:30 Trifecta of Macro/Micro imbalances
13:25 Inflation expectations
19:00 Risk Assets
22:40 Emerging Markets vs. Industrialized Economies.
30:30 Lets talk about gold!
49:14 New Incrementum Fund’s Strategy
1:03:28 Where to look for value in small caps.

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.

Ronald-Peter Stöferle is Managing Partner and Fund manager at Incrementum AG, based in the Principality of Liechtenstein. The company focusses on asset management and wealth management and is one hundred percent owned by its partners. Ronald manages a fund that invests based on the principles of the Austrian School of Economics.

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