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 that point to why he’s bullish on gold and believes general equities to be overvalued. At this time, silver even presents a greater value opportunity, he says.

0:00 Intro
1:00 Banking crisis
17:39 Gold production
23:30 Silver update
26:58 Gold & stocks decouple
33:00 Tavi Costa online

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.

  banking crisis, gold, investing, silver, stock market, tavi costa