Tavi Costa: This is what held gold back and why it’s so ‘cheap’ now (Part 1/2)

Kitco News, Released on 8/30/21

For Part 2 of this interview, CLICK HERE

Tavi Costa, portfolio manager at Crescat Capital, discusses with David Lin, anchor for Kitco News, the most important macro drivers behind gold’s underperformance, and the next catalysts for a renewed bull run.

Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV)

Follow Tavi Costa: @TaviCosta (https://twitter.com/TaviCosta

0:00 – Gold and macro
6:58 – Inflation and monetary policy
10:40 – Drivers for gold
14:13 – Labor market

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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