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

Why the Market May Be Misreading Iran | David Woo

Why US Fertilizer Supply Could Matter a Lot More Now | Pat Varas – Sage Potash

Roscan Gold: Mali Discount Hits Kandiole PEA

Recommended

Total Metals Secures High Grade Critical Minerals Property In Northwestern Ontario

Discovery at Luis Hill Prompts Acceleration of Phase 2 Program for Questcorp

Related News

Big Gold Miners Don’t Trust $3,300 Gold, Do They See a Crash Ahead? | Rob McEwen

In this interview, Rob McEwen, Chairman and Chief Owner of McEwen Mining Inc. (TSX: MUX),...

Wednesday, June 11, 2025, 02:20:00 PM

US Cannabis: How Will New York Play Out? – The Daily Dive Featuring Bruce Linton

Joining back on the Daily Dive is Bruce Linton, founder and former CEO of Canopy...

Tuesday, September 28, 2021, 01:30:00 PM

Is Gold To See A Violent Move Upward? – The Daily Dive

Today on the Daily Dive, we welcome back David Garofalo, the Chairman and CEO of...

Tuesday, November 23, 2021, 01:30:00 PM

Hemke: 2022 Is Going To Be A Dangerous Year – The Daily Dive

On this Daily Dive episode, we welcome back Craig Hemke of TF Metals Report. He...

Monday, December 13, 2021, 01:30:00 PM

Doug Hurst: The Fed Is Done Raising Rates

Today on the Daily Dive, we sit down with Doug Hurst, Chairman of Elevation Gold...

Wednesday, March 29, 2023, 01:30:00 PM