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

A $2.2B Gold Project Is Outgrowing Its Plan | Michael Henrichsen – Gold X2 Mining

Pay for the Copper, Get the Gold Free | Rob McEwen – McEwen Inc

This Gold Discovery Was Already Huge. Now It’s Becoming a Monster. | Goliath Resources

Recommended

A Chance Encounter On A Country Lane May Have Broken Up The RAF Fairford Plot

This Gold Discovery Just Keeps Getting Bigger | Roger Rosmus – Goliath Resources

Related News

South Africa Erupts In Protests as Global Inflation Crisis Worsens

The extent of the global inflation crisis is becoming increasingly apparent, as more and more...

Wednesday, August 3, 2022, 11:46:00 AM

G Mining: 4.7M Tons of Gold per Year in New Brazilian Operation

In this interview, Louis-Pierre Gignac, CEO of G Mining Ventures Corp (TSX: GMIN) (OTCQX: GMINF),...

Monday, July 15, 2024, 03:10:00 PM

Bank of Canada Stays Put on Interest Rates Despite Surging Inflation

Despite surging inflation for just about anything and everything, an out of control housing market,...

Wednesday, January 26, 2022, 02:47:00 PM

Aztec Minerals: Drill Results Continue To Expand California Zone – The Daily Dive

Today on the Daily Dive, we sit down with Simon Dyakowski, President and CEO of...

Monday, April 25, 2022, 01:30:00 PM

US Consumer Confidence Plummets Amid Renewed Inflation Fears

US consumer sentiment sharply declined at the beginning of May, as an increasing number of...

Sunday, May 16, 2021, 12:46:00 PM