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 Silver Needs to Slow Down to Go Higher | Dan Dickson – Endeavour Silver

Silver Dips Are Getting Bought, This Is How Breakouts Start | John Feneck

Why $100 Silver Right Now Would Be a Problem | Keith Neumeyer – First Majestic

Recommended

Antimony Resources Drills 8.48% Sb Over 3 Metres, 2.07% Sb Over 27 Metres At Bald Hill

Steadright To Acquire 75% Interest In Moroccan Copper-Lead-Silver Project

Related News

Will There Be A New Currency Backed by Gold? — With David Watkinson of Emergent Metals

Joining us today on the Daily Dive for the first time is David Watkinson, CEO...

Tuesday, February 21, 2023, 01:30:00 PM

US Tariffs vs Canadian Mining: What’s Really at Stake? | Simon Quick – Canadian Copper

In this interview, Simon Quick, CEO and Director of Canadian Copper Inc. (CSE: CCI), discusses...

Thursday, February 13, 2025, 03:01:00 PM

$3,000 Gold Is Inevitable – The Daily Dive

Starting us off this week on the Daily Dive is Collin Kettell, the founder and...

Monday, November 22, 2021, 01:30:00 PM

BITCOIN will Crash & Trump’s Impact on GOLD Prices? | Mike McGlone – Bloomberg

In this interview, Bloomberg Intelligence’s Mike McGlone discusses Bitcoin’s outlook, warning of potential drops from...

Monday, January 20, 2025, 01:30:00 PM

Federal Reserve Holds Interest Rates Near Zero, Bond Purchases at $120B… Again

Alas, another FOMC meeting has come and gone, and interest rates are still at near-zero,...

Thursday, July 29, 2021, 12:40:00 PM