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 – Macro Energy Thesis
28:09 – Powell, Taper, & Bonds
34:36 – Hedging Miners
38:58 – Deep Value Criteria
42:29 – Wrap Up

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 such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, Reuters. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.

  Crypto, gold, inflation, precious metals, tavi costa