Wall Street Silver, Released on 12/12/22 In this video, Tavi Costa, portfolio manager at Crescat Capital, discusses the current state of the economy and how it affects precious metals such as gold and silver. Tavi believes that gold will serve as a haven asset during turmoil and continue outperforming equity markets. He also talks about […]
Palisades Gold Radio, Released on 5/4/23 Tavi discusses how debt is squeezing the margins of companies and earnings are becoming increasingly problematic. Many believe the issues have been resolved, but mis-marking of balance sheets is affecting numerous sectors, such as banking, commercial real estate, and junk bonds. Yields are rising due to excessive debt issuance […]
Liberty and Finance, Released on 4/25/23 Global Macro Analyst at Crescat Capital Tavi Costa joins us to discuss the banking system and the financial markets. Gold’s about to decouple from the stock market, according to Costa’s analysis of yield curve inversion. There are times when gold rises amid equity market declines. He explains the signals […]
Stansberry Research, Released on 3/27/23 “There a lot of themes in the global macro world right now that are firming up for precious metals,” says Otavio “Tavi” Costa, portfolio manger for Crescat Capital. “We’ve really had five very bad decades for the stock market throughout history and I think we’re going to have another one […]
The Deep Dive, Released on 3/20/23 The Daily Dive opens this week with regular guest Tavi Costa, Partner & Portfolio Manager for Crescat Capital. Tavi joins us today to give us his insights on the Fed and inflation, diving into the Fed’s balance sheet holdings versus the bond market’s performance, and the impact of US […]
Financial Repression Authority, Released on 3/1/23 http://financialrepressionauthority.c… 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 financial publications […]
Stock Pulse, Released on 12/29/22 00:00 – Intro and Teaser 02:00 – How to follow Tavi Costa and Crescat Capital – www.crescat.net 02:58 – How Tavi Costa got started in the precious metals sector 05:57 – Inflation waves 10:28 – What do you think the upcoming recession will look like? 14:23 – Energy and deflation […]
Wall Street Silver, Released on 12/12/22 Tavi Costa returns to the show to talk about the Federal Reserve keeps raising interest rates. We explain why this decision is significant and how it may impact the economy. Furthermore, Tavi offers some insight into potential investments for 2023 based on his charts and current market trends. Tavi […]
