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. […]
Wall Street Silver, Released on 7/19/24 We are joined by Tavi Costa, who is a macro strategist at Crescat Capital! We speak about the economic turmoil in the economy, the gold and silver markets, and more! Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. […]
ITM Trading, Released on 7/15/24 “We’re close to a major domino falling in the next six to nine months,” predicted Tavi Costa, macro strategist at Crescat Capital. He explains to Daniela Cambone that the equity markets are likely to be the next to feel the economic repercussions driven by the higher cost of capital, which […]
The David Lin Report, Released on 7/13/24 (Recorded on 7/9/24) Tavi Costa, Portfolio Manager at Crescat Capital, discusses the dangers of stock market valuations, the coming steepening of the yield curve, the deteriorating economy, and the Fed’s response to current macroeconomic conditions. 0:00 – Intro 2:00 – Yield curve steepening 10:45 – Currencies 12:20 – […]
