Wall Street Silver, Released on 6/22/23
In this video, Tavi Costa, portfolio manager at Crescat Capital, Joins us today to talk about the current state of the global economy and its impact on the financial markets. We discuss the signs of a looming recession, the deteriorating fundamentals of many companies, and the unjustifiable valuations in the market. Tavi also shares his insights on the resilience of silver and the potential for a new gold cycle. Furthermore, we delve into the challenges faced by the Federal Reserve and the long-term implications for gold and tangible assets. Finally, we touch upon investing in higher-risk areas and the opportunities in South America.
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.