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 […]
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 […]
