The Great Rotation Is Coming To Natural Resources – The Daily Dive

For our final episode of the trading week, we are joined on the Daily Dive by that of Tavi Costa, Partner & Portfolio Manager for Crescat Capital. Tavi joins us this afternoon to discuss the great rotation from tech firms to natural resource firms within the market, inflation expectations, the impact of inflation on stocks and real estate, and the risk of P/E deflation among 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.

Video Articles

Moon River Moly: The Davidson Moly-Copper-Tungsten PEA

Integra: The DeLamar Heap Leach Feasibility Study

Highlander Silver: The Saviour Of Bear Creek Mining

Recommended

Silver47 Begins Drill Program At Mogollan Project In New Mexico Targeting High Grade Silver

Steadright Expects To Receive Mining License For New Copper Valley Project Within The Next Month

Related News

QYOU Media: Competing With The Largest Channel Brands In India – The Daily Dive ft Curt Marvis

Joining us for today’s episode of the Daily Dive, we sit down with frequent guest...

Thursday, June 17, 2021, 01:30:00 PM

We Have the Highest-Grade Antimony Deposit in North America!? | Jim Atkinson -Antimony Resources

Jim Atkinson, CEO of Antimony Resources Corp. (TSXV: ATMY), dives into why antimony is becoming...
Wednesday, September 17, 2025, 01:36:00 PM

Canadian Consumer Prices Still Aren’t Cooling as Food, Shelter Inflation Rise

Consumer prices across Canada remained elevated in November, as core inflation fails to cool. Particularly,...

Wednesday, December 21, 2022, 09:41:02 AM

Gold Is Screaming Higher While Currencies Burn | Simon Ridgway – Rackla Metals

Simon Ridgway, CEO and Director of Rackla Metals Inc. (TSXV: RAK), walks through their latest...

Wednesday, September 17, 2025, 03:38:00 PM

How To Assess Junior Mining Stocks – The Daily Dive feat Michael Gentile

Starting off the trading week on The Daily Dive is that of Michael Gentile, whom...

Monday, March 15, 2021, 01:30:00 PM