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 […]
Liberty and Finance, Released on 8/23/24 Tavi Costa from Crescat Capital discusses the current U.S. financial system’s challenges, particularly highlighting the unsustainable interest payments relative to GDP. Costa argues that the U.S. can no longer afford restrictive monetary policies and anticipates that the Federal Reserve will need to cut interest rates significantly, even if it […]
Tavi Costa – X, Released on 8/19/24 Ladies and gentlemen, This is it. pic.twitter.com/cV2wb2m7r8 — Otavio (Tavi) Costa (@TaviCosta) August 19, 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 the current stage of the US economic […]
Gold Silver (w/ Mike Maloney), Released on 8/8/24 Join Alan Hibbard as he sits down with Tavi Costa from Crescat Capital to discuss the current state of gold and silver markets, the volatility in financial markets, and what it all means for investors. With insights on potential recessions, FED rate cuts, and the macroeconomic landscape, […]
The Lead-Lag Report, Released on 8/5/24 Join this can’t miss live conversation with Tavi Cost on Gold and markets. 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 […]
Kitco News, Released on 7/24/24 Jeremy Szafron, Anchor at Kitco News, interviews Tavi Costa, Partner and Macro Strategist at Crescat Capital, on the future of the U.S. dollar, sovereign debt concerns, and the implications for global markets. Costa discusses his bearish outlook on the dollar, driven by rising debt levels and long-term fiscal sustainability issues. […]
