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

First Majestic Lifts Q3 Revenue 38% to US$394.1 Million on Higher Silver Prices

Meghan Markle’s Half-Brother Submitted Evidence Against Their Father, But Now Faces Philippine Police Scrutiny

Related News

Inflation Fears Among Canadian Businesses, Consumers on the Rise

Both businesses and consumers across Canada are feeling the pressure of rising inflation and supply...

Tuesday, April 5, 2022, 05:03:00 PM

Consumer Prices Soared to Highest Since 2003 as Inflation Persists for 8th Consecutive Month

Consumers continued to pay substantially more for goods and services in November, as persistent inflationary...

Thursday, December 16, 2021, 04:36:00 PM

Crude Oil Jumps Above $120 as EU Members Stall on Russian Oil Embargo, Shanghai Eases Covid-19 Restrictions

Crude prices hit a two-month high this week, as China continued to ease Covid-19 restrictions...

Monday, May 30, 2022, 03:41:00 PM

Total Helium: Tackling The Helium Shortage – With Robert Price

Joining Cassandra today on the Daily Dive is Robert Price, Director and CEO of Total...
Thursday, May 11, 2023, 01:30:00 PM

The Next Big Catalyst for Gold — With Doug Casey

Returning to the Daily Dive is Doug Casey, a world-renowned resource speaker, New York Times...

Wednesday, March 15, 2023, 01:30:00 PM