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 […]
Tavi Costa – X, Released on 10/23/24 Source: https://x.com/TaviCosta/status/1849179516540686753 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 […]
MiningStockEducation.com, Released on 10/24/24 “Oil looks even more attractive than gold right now” says portfolio manager Tavi Costa of Crescat Capital. Tavi Costa shares that even though he expects gold over $2900/oz and silver touching over $40/oz before year-end 2024, he is even more bullish oil and possibly other non-precious metals. A year from now, […]
Wall Street Silver, Released on 10/23/24 Tavi Costa joins us to discuss silver prices exploding and how central banks are in panic mode as control slips away! 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 […]
The David Lin Report, Released on 10/8/24 Tavi Costa, Portfolio Manager of Crescat Capital, discusses the return of higher global money supply and “entrenched inflation, and the outlook for markets, commodities, and interest rates. 0:00 – Intro 0:50 – Did the Fed make a mistake? 3:17 – Global money supply 10:00 – China stimulus and […]
Liberty and Finance, Released on 10/3/24 Tavi Costa discusses the current geopolitical tensions, particularly the Iran-Israel conflict and labor strikes, and their potential economic impacts, including inflation and supply chain disruptions. He emphasizes that inflation is becoming structural, driven by rising costs of living and constrained consumer spending. Costa expresses concerns about overvalued stock markets, […]
Wall Street Silver, Released on 9/22/24 Tavi Costa joins us to discuss the incoming banking collapse and more! Gold is on the rise and something big is incoming! 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 […]
