Sunday, November 1, 2026

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

Mercado Minerals Lengthens El Triunfo Vein by 190 Metres, Readies 1,500-Metre Zamora Drill Program

Blue Jay Gold Signs Ocean Partners Deal to Ship Steller Stockpiles Through 2027

Related News

Bank of Canada Prepares to Aggressively Tackle Inflation

The show must go on! Despite growing uncertainty surrounding geopolitical tensions in eastern Europe and...

Saturday, March 26, 2022, 01:05:00 PM

How Are Oil Prices Going To Look In 2023? — With Robert Ryan of BCA Research

Joining us today on The Daily Dive is Robert Ryan, Chief Strategist of Commodity &...

Tuesday, December 20, 2022, 01:30:00 PM

West Red Lake: The Madsen Gold Project

Tom Meredith, Chairman of West Red Lake Gold (TSXV: WRLG) sits down with us this...
Friday, June 2, 2023, 01:35:35 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

US Economic Expansion Slows Sharply as Consumer Spending Wanes

America’s GDP grew by less than expected in the third quarter, further strengthening narratives that...

Friday, October 29, 2021, 10:17:00 AM