Gold & Silver Likely Have Bottomed | Tavi Costa

Silver Bullion TV, Released on 7/15/23

Another wave of inflation is coming, says partner at Crescat Capital Tavi Costa. He expects a stagflationary economic environment ahead. His analysis of yield curve inversions shows that gold should outperform the stock market in the next couple years. He discusses the bullish fundamentals for gold and argues that metals have likely bottomed.

0:00 Intro
2:00 Gold update
6:00 Inflation
9:28 Yield curve inversions
13:45 Metals bottoming?
16:11 Oil update
19:43 Commodities
22:30 Gold vs stocks
27:30 Tavi Costa online
29:16 Miles Franklin

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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