Tavi Costa – Gold and Silver Discoveries Declining

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 in this interview:
00:00 Introduction
01:43 Precious metals cycle
09:24 Are we finding more gold and silver?
12:15 Impact of increasing mergers and acquisitions in the precious metals industry
15:04 Are gold and silver miners oversold?
18:51 No love for silver?
22:22 Fighting inflation
26:37 Gold front-running inflation in the real economy
30:36 The rising dollar

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.

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