Stock Pulse, Released on 12/29/22
00:00 – Intro and Teaser
02:00 – How to follow Tavi Costa and Crescat Capital – www.crescat.net
02:58 – How Tavi Costa got started in the precious metals sector
05:57 – Inflation waves
10:28 – What do you think the upcoming recession will look like?
14:23 – Energy and deflation
17:25 – Gold and silver miners: debt deductions
24:51 – Gold and silver miners: net acquisitions vs. cash flows
32:45 – The future of the gold and silver markets
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.