Silver Bullion TV, Released on 7/21/22

SBTV spoke with Tavi Costa, Portfolio Manager at Crescat Capital, about the Fed’s uphill task to nurse the economy back to health from a trifecta of problems – a high debt load, inflation and asset overvaluation. Commodities, including gold and silver, are looking attractive given that they are most undervalued in 120 years.

00:00 Introduction
01:17 QE on the horizon?
03:46 Fed’s expected 100 basis point hike
06:12 Inflation genie out
09:07 How gold performs in stagflation
11:46 Precious metals miners in stagflation
14:12 Commodities cheapest in 120 years
17:38 Time to relax mining restrictions?
19:57 Huge opportunity to buy precious metals

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.

  commodities, inflation, investing, precious metals, stock market, tavi costa