Liberty and Finance, Released on 1/28/25 (Recorded on 1/23/25) Tavi Costa (https://www.crescat.net/) discussed the U.S.’s fiscal situation and the evolving global financial landscape. Costa highlighted that the U.S. may soon face a critical turning point, with rising debt and a weakened dollar, which could push the country to adopt policies reminiscent of the Plaza Accord. […]
Tavi Costa – X, Released on 1/9/25 Source: https://x.com/TaviCosta/status/1877045941364207963 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 […]
Tavi Costa – X, Released on 1/6/25 Source: https://x.com/TaviCosta/status/1876383285036880201 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 […]
Kitco News, Released on 12/17/24 Gold hit 40 record highs in 2024, and silver is poised for one of the biggest breakout opportunities heading into 2025. In an interview with Kitco News, Tavi Costa, Partner and Macro Strategist at Crescat Capital, warns that the U.S. dollar is nearing a critical turning point amid unsustainable fiscal […]
Tavi Costa – X, Released on 12/13/24 Agricultural commodities have surged nearly 30% year-over-year, reaching their highest levels in a decade. Meanwhile, the Fed is preparing for another rate cut next week. The war against inflation is far from over in my view. pic.twitter.com/TeuC26iaiL — Otavio (Tavi) Costa (@TaviCosta) December 13, 2024 Tavi Costa is […]
Tavi Costa – X, Released on 12/6/24 So much capital has been concentrated in US equities that very few investors believe the pendulum will ever swing back toward the rest of the world. But history shows that market leadership evolves over time, and betting against that pattern would be unwise in my view. pic.twitter.com/PPZzCnmksz — […]
Tavi Costa – X, Released on 12/3/24 Silver miners. One of the most bullish charts right now in my view. pic.twitter.com/u2kujDxxgg — Otavio (Tavi) Costa (@TaviCosta) December 4, 2024 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 […]
Liberty and Finance, Released on 11/26/24 Tavi Costa discusses the potential implications of Scott Bessent’s appointment as Treasury Secretary under Donald Trump, expressing skepticism about the market’s initial reaction to the pick. Bessent has recently been bullish gold, calling it is largest position. Costa argues that the negative sentiment surrounding Bessent, particularly in the gold […]
