Tavi Costa: New Quarterly Gold High, 2nd Inflation Wave Has Started

Liberty and Finance, Released on 4/2/24

Gold is anticipating more inflation. It just made an all-time high quarterly close, notes Tavi Costa of Crescat Capital. Energy and commodity prices are also rising. The Fed is looking to cut rates this year and the monetary base is increasing. The 2nd wave of inflation has started, says Costa. “This is as good as it gets” for hard assets.

0:00 Intro
1:20 Quarterly gold close
9:00 Monetary base rising
15:50 Silver and miners
19:18 Gold vs treasuries
22:21 Crescat Capital

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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