Tavi Costa: The Most ‘Hated’ Assets And ‘The Best Looking Chart I’ve Ever Seen’

The David Lin Report, Released on 4/11/24 (Recorded on 4/3/24)

Inflation is here to stay, says Tavi Costa, portfolio manager of Crescat Capital. Here’s where to invest to protect your wealth.

*This video was recorded on April 3, 2024

0:00 – Intro
2:00 – Inflation expectations
8:20 – Fiscal spending
11:45 – Debt, valuation, & inflation
14:40 – Twin deficits
18:24 – Bearish thesis on equities
29:35 – Gold vs. gold equities
38:29 – Silver
45:00 – Capital flows into miners

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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