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

The Red Cloud Fall Mining Showcase 2026 | Day 1

Can an Old Irish Mine Recover the Silver It Left Behind? | Julian Vickers – Northmin Corporation

Is Gold at $4,000 a Buy Zone or a Breakdown? | David Morgan

Recommended

Police Contain ‘Active Threat’ at University of Toronto Mississauga Residence

McLaren Resources Launches Satellite Targeting Program Across Three Timmins Area Gold Properties

Related News

A Good Time For Gold? — With Alastair Still of GoldMining

Joining us today on the Daily Dive is Alastair Still, CEO of GoldMining Inc. (TSX:...

Thursday, October 27, 2022, 01:30:00 PM

Paint Supplier PPG Set to Raise Prices AGAIN Due to Inflation That is Not so Transitory

As the Federal Reserve continues to peddle its “transitory” inflation narrative, the list of companies...

Tuesday, July 13, 2021, 04:29:00 PM

Walmart Laying Off Corporate Employees Amid Dismal Profit Outlook

America’s bellwether retailer Walmart (NYSE: WMT) is downsizing its workforce, following a less-than-ideal profit outlook...

Friday, August 5, 2022, 10:59:00 AM

Are Bitcoiners the Freedom Fighters of Capital? – The Daily Dive

Starting off the week on The Daily Dive today is Frank Holmes, Executive Chairman of...

Tuesday, April 19, 2022, 01:30:00 PM

Bank of Canada Reduces Bond Purchases, Hints at Earlier Rate Increase

The Bank of Canada took a more prudent monetary approach on Wednesday, in wake of...

Thursday, April 22, 2021, 11:42:00 AM