Palisades Gold Radio, Released on 11/24/23 (Recorded on 11/21/23)

0:00 – Introductions
0:33 – Bullish Technicals
2:45 – Confirmation Levels
6:00 – Majors & Mine Reserves
9:23 – Miners Diversifying?
11:32 – Mining Seasonality
13:26 – Capital Rotation
16:24 – Setup For Silver Miners
18:00 – India Silver Imports
19:38 – Fundamentals Vs. Technicals
23:00 – Commodities to Equity Ratio
28:23 – Commodities & Inflation
33:20 – U.S. Bond Issuances
38:10 – Inverted Yield Curve
41:30 – Recession & Soft Landings
43:45 – Politics in Argentina
49:08 – Inflationary Eras
51:38 – 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.

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