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 […]
Palisades Gold Radio, Released on 11/24/23 (Recorded on 11/21/23) 0:00 – Introductions 0:33 – Bullish Technicals 2:45 – Confirmation Levels 6:00 – Majors & Mine Reserves 9:23 – Miners Diversifying? 11:32 – Mining Seasonality 13:26 – Capital Rotation 16:24 – Setup For Silver Miners 18:00 – India Silver Imports 19:38 – Fundamentals Vs. Technicals 23:00 […]
Liberty and Finance, Released on 11/21/23 The gold sector is poised for a breakout to the upside, forecasts Tavi Costa. “The foundation of the thesis for precious metals is there,” he says. He discusses inflation, and the overvaluation of the stock market. While demand factors like these remain bullish, production is declining across most of […]
Gold Silver (w/ Mike Maloney), Released on 10/31/23 “If you think you’re going to enter a gold cycle and silver is not going to also lead the way to the upside…I think you’re out of your mind” – Tavi Costa. Discover the incredible insights shared by Tavi Costa in this thought-provoking discussion about the gold […]
