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 […]
Liberty and Finance, Released on 1/11/24 Tavi Costa expects a steepening of the yield curve and pressure for the stock market in 2024. He also forecasts a commodity squeeze. Gold’s price action has been quite strong as it sustains levels above $2000. He says silver should lead the way in the precious metal markets. 0:00 […]
Tavi Costa – X, Released on 1/5/24 Oh boy. Global freight rate for containers just surged 61% this week. Not the time to celebrate the end of inflation. A second wave is likely underway. H/t @dailychartbook pic.twitter.com/X9K2DZJDWR — Otavio (Tavi) Costa (@TaviCosta) January 5, 2024 Tavi Costa is a partner and portfolio manager at Crescat […]
Real Vision, Released on 1/4/24 Tavi Costa, member and macro strategist at Crescat Capital, joins Maggie Lake to discuss the implications of a bounceback in bond yields, the market’s response to some strong payroll numbers and consumer data, and how he’s positioning for the months ahead. Tavi Costa is a partner and portfolio manager at […]
