Is A Commodity Supercycle Just Starting? – The Daily Dive feat Tavi Costa
On today’s episode of the Daily Dive, we sit down with Otavio “Tavi” Costa, whom is a Partner & portfolio Manager for Crescat Capital. Tavi joins us this afternoon to talk commodities, yield curve control, normalization of the economy following the Covid-19 pandemic, and the evaluation of junior mining equities.
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.
You can catch more of Tavi on Twitter, @TaviCosta and on YouTube, @Tavi Costa.
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.
As the founder of The Deep Dive, Jay is focused on all aspects of the firm. This includes operations, as well as acting as the primary writer for The Deep Dive’s stock analysis. In addition to The Deep Dive, Jay performs freelance writing for a number of firms and has been published on Stockhouse.com and CannaInvestor Magazine among others.
