On today’s Daily Dive, we welcome back Tavi Costa, Partner & Portfolio Manager for Crescat Capital. He joins us today to discuss a host of topics, including hyperinflation, macro regime, government issuance, equity markets, junior miners, and performing commodities.
Crescat Capital focuses on global macro asset management. The firm defines its focus as growing and protecting wealth over the long term, which it achieves by deploying tactical investment themes based on value-driven equity and macro models. The firm operates a number of funds for investors, including a precious metals fund, a long/short hedge fund, and a global macro hedge fund among others.
The author has no securities or affiliations related to any organization mentioned. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
