Liberty and Finance, Released on 4/2/24 Gold is anticipating more inflation. It just made an all-time high quarterly close, notes Tavi Costa of Crescat Capital. Energy and commodity prices are also rising. The Fed is looking to cut rates this year and the monetary base is increasing. The 2nd wave of inflation has started, says […]
Adam Taggart | Thoughtful Money, Released on 3/26/24 Recent inflation reports show that it’s proving “sticky”, stubbornly refusing to recede down to the target rates that central banks are shooting for. But rather than simply staying sticky, could it actually start surging again? Today’s guest expert thinks it could due to growing global economic imbalances. […]
Kitco News, Released on 3/5/24 Jeremy Szafron, Anchor at Kitco News, interviews Tavi Costa, Partner and Macro Strategist at Crescat Capital, who says that commodities are at a turning point with a major breakout coming. Costa explains the latest price moves in gold, silver, oil, and more. He also shares his investment strategy in the […]
In Gold We Trust, Released on 3/4/24 0:00 Introduction 5:30 Trifecta of Macro/Micro imbalances 13:25 Inflation expectations 19:00 Risk Assets 22:40 Emerging Markets vs. Industrialized Economies. 30:30 Lets talk about gold! 49:14 New Incrementum Fund’s Strategy 1:03:28 Where to look for value in small caps. Tavi Costa is a partner and portfolio manager at Crescat […]
Liberty and Finance, Released on 2/23/24 Triple digit silver is likely, says Tavi Costa, partner at Crescat Capital (https://www.crescat.net). “It’s going to be very volatile.” He points to how many silver miners are extremely undervalued. Precious metals have very little mainstream interest right now. General investors now have almost no allocation to the gold space. […]
Tavi Costa – X, Released on 2/16/24 Interesting how people get so fixated on the 1970s comparison rather than the fact that inflation develops through waves. Look no further than the 1930s-40s. pic.twitter.com/M7LAIqxOyp — Otavio (Tavi) Costa (@TaviCosta) February 16, 2024 Tavi Costa is a partner and portfolio manager at Crescat Capital and has been […]
Tavi Costa – X, Released on 2/8/24 Source: https://twitter.com/TaviCosta/status/1755620176358445447 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 […]
Gold Silver (w/ Mike Maloney), Released on 2/6/24 In this engaging conversation, Tavi Costa from Crescat Capital joins Mike Maloney to explore the dynamics of the gold cycle and why silver is positioned as the high-beta version of gold. They discuss market valuations, the commodity cycle’s influence on gold prices, and the significance of yield […]
