Silver Bullion TV, Released on 7/13/22 SBTV spoke with Tavi Costa, partner and portfolio manager at Crescat Capital, about the inverted yield curve and the prospect of more bank failures ahead. Tavi believes we are in the early stages of a new gold cycle. He sees silver as the better buy. Discussed in this interview: […]
The David Lin Report, Released on 7/2/23 Tavi Costa, Portfolio Manager of Crescat Capital, discusses the long-term outlook for inflation, economic growth, stock market valuations, and gold. 0:00 – Intro 0:30 – Macro overview 3:45 – Stock market valuations 11:00 – Long-term inflation 14:16 – Gold vs bonds 29:00 – Gold vs inflation 24:45 – […]
Sprott Money, Released on 6/24/23 They touch on issues such as the AI euphoria in the stock market, passive investment vehicles, the debt ceiling, the Fed’s balance sheet, interest rates, volatility, and the potential for a market downturn. Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm […]
Wall Street Silver, Released on 6/22/23 In this video, Tavi Costa, portfolio manager at Crescat Capital, Joins us today to talk about the current state of the global economy and its impact on the financial markets. We discuss the signs of a looming recession, the deteriorating fundamentals of many companies, and the unjustifiable valuations in […]
maneco64, Released on 6/15/23 I recently spoke to Tavi Costa a portfolio manager at Crescat Capital. We discussed the Fed’s recent decision, the prospects for the economy, and where Tavi sees value in terms of investments. Tavi’s conclusion is that there has never been such a multitude of macro forces that will keep driving the […]
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 […]
