Otavio (Tavi) Costa – Twitter, Released on 4/25/22 A classic sign of a commodities cycle in its early innings. Producers remain so financially restrained to invest in their businesses that they are almost giving more capital back to shareholders than what they spend on CAPEX. pic.twitter.com/mEhCRh9xUn — Otavio (Tavi) Costa (@TaviCosta) April 24, 2022 Tavi […]
Wall Street Silver, Released on 3/21/22 Tavi Costa joins us to discuss his latest data on the silver & gold Markets, other commodities, money velocity, inflation and how his strategy positioned for this market. Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built […]
Wall Street Silver, Released on 12/27/21 Tavi Costa joins us to explain the lack of investment going into the commodity sector. Underinvestment for many years is leading to a supply cliff for Gold, Silver, Copper and many other commodities. Most of the money is going into unprofitable tech companies. This positions the commodity sector to […]
Palisades Gold Radio, Released on 12/17/21 0:00 – Introduction 0:35 – Precious Metal Signs 4:00 – Gold Versus CPI 7:54 – Cryptos & Markets 11:55 – Under Owned Investments 13:44 – Oil & Rig Counts 14:52 – Institutions & Inflation 17:52 – Evergrande Contagion? 21:24 – Inflation Expectations 23:35 – Commodity Inflation & Ag. 25:08 […]
Silver Bullion TV, Released on 12/2/21 SBTV spoke with Tavi Costa, Partner and Portfolio Manager at Crescat Capital, about where we are in the precious metals cycle and insights into the gold and silver mining industry. Gold and silver discoveries are declining and both metals have never been a more compelling investment case today. Discussed […]
Sprott Money, Released on 10/27/21 As we close out the month of October, it’s been a tough year so far for precious metals investors. But are trends starting to change? Host Craig Hemke sits down with Tavi Costa of Crescat Capital to break down all the gold and silver news you need to read the […]
Kitco News, Released on 9/13/21 Several structural problems in the U.S. could cause a slowdown in economic growth soon, with stagflation hitting and lasting for the next six months, said Tavi Costa, portfolio manager of Crescat Capital. “I am in the of sort of a more of a stagflationary environment in the next six months […]
Palisades Gold Radio, Released on 9/9/21 0:00 – Introduction 0:42 – Pillars of Inflation 9:48 – Fed Stuck? 14:39 – Deflation? 20:14 – Wages & Money Velocity 26:36 – Golds Optionality 31:47 – Gold Restrained 36:37 – Silver & Silver Miners 42:04 – China & Credit Bubbles 49:34 – China & Global Risk 56:58 – […]
