Tavi Costa – X, Released on 5/26/24 Source: https://x.com/TaviCosta/status/1794831176491839865 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 […]
Howe Street, Released on 5/24/24 Bob Hoye is a trained geologist, successful resource investor and economic historian. Bob is the chief investment strategist for chartsandmarkets.com.
ITM Trading, Released on 5/15/24 (Recorded on 5/13/24) “You might need hard assets to buy groceries,” says market expert Todd “Bubba” Horwitz, founder of BubbaTrading.com. He warns that political uncertainty from the U.S. presidential election could drive people to rely on hard assets like gold or silver as alternative currencies. “Whether it’s going to be […]
Bloomberg, Released on 5/10/24 Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. […]
The David Lin Report, Released on 4/28/24 (Recorded on 4/25/24) Peter Boockvar, CIO of Bleakley Financial Group, discusses the biggest risks to the economy right now, and the assets that are most likely to outperform this year. 0:00 – Intro 1:00 – GDP release 2:40 – Fed rate cut this year? 5:50 – Bonds and […]
Adam Taggart | Thoughtful Money, Released on 4/25/24 With the market now expecting less than 2 rate cuts this year — perhaps none at all until next year according to Bank of America — what does that mean for the economy? Can it handle “higher for even longer” interest rates without slowing markedly? Or, even […]
Kitco News, Released on 4/24/24 Jeremy Szafron, Anchor at Kitco News, interviews Tavi Costa, a macro strategist from Crescat Capital, to discuss the pressing issues facing the 2024 economy. They discuss the implications of high sovereign debt, the Federal Reserve’s response to inflation, and the rising geopolitical tensions. Costa shares his insights on why he […]
Adam Taggart | Thoughtful Money, Released on 4/9/24 Today’s guest expert is concerned that too many investors, giddy with the ferocious market gains since November, are increasingly willing to pay prices for assets that only make sense if the pace of gains continues into the far future. This is called “extrapolating the unsustainable” and is […]
