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

Red Cloud Fall Mining Showcase 2026 | Day 2

More Gold Without a Bigger Upfront Bill? | Keith Boyle – New Found Gold

The Red Cloud Fall Mining Showcase 2026 | Day 1

Recommended

First Majestic Hits 4.24 g/t Gold Over 48.8 Metres at Saval as Jerritt Canyon Restart Advances

First Majestic Lifts Q3 Revenue 38% to US$394.1 Million on Higher Silver Prices

Related News

Growing Silver Supply Deficit Year 5 – What’s Next? | James McDonald – Kootenay Silver

In this interview, James McDonald, CEO of Kootenay Silver (TSXV: KTN), discusses recent drilling success...

Monday, February 3, 2025, 02:10:00 PM

Sam Burns: Stocks Are Not As Risky As People Think

Closing out the Daily Dive this week is Sam Burns, founder and chief strategist of...

Friday, March 31, 2023, 01:30:00 PM

Can Europe Get Off Of Russian Gas? – The Daily Dive

Joining us for the final episode of the Daily Dive this week is frequent guest...

Friday, March 25, 2022, 01:30:00 PM

The Recession of 2022: GDP Dips 0.9%, Second Consecutive Quarterly Decline

Despite the Biden administration’s enduring efforts to change the definition of a recession and Jerome...

Thursday, July 28, 2022, 10:17:51 AM

Euro Inflation Soars Past Record as ECB Struggles to Maintain Transitory Narrative

Inflation across the euro area surpassed previous record levels in December, eroding at consumer sentiment...

Monday, January 10, 2022, 02:46:00 PM