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

Everybody Should Own Gold | George Bee – U.S. Gold Corp.

A $40M Company Created $2B in Mining Value | John-Mark Staude – Riverside Resources

The Debt Crisis Is Turning Gold Into Money | Shawn Khunkhun – Contango Silver and Gold

Recommended

First Majestic Produces 3.4 Million Ounces of Silver in Q3 2026, Jerritt Canyon Restart Remains on Track

Altamira Gold Drills 134 Metres of 0.5 g/t Gold at Maria Bonita, Hole Ends in Mineralization

Related News

The Fed Blew It, Now What? – With Peter Grandich

Today SmallCapSteve sits with Peter Grandich, CEO of Peter Grandich & Company. Peter shares his...

Tuesday, July 19, 2022, 01:30:00 PM

Mr Red Lake: Finding High Grade Gold In Ontario – The Daily Dive feat Tim Twomey

Today on the Daily Dive, we have Mr. Red Lake himself – Mr. Tim Twomey....

Tuesday, January 26, 2021, 01:30:00 PM

Australia’s Government Proposes Hiking Wages to Fight Inflation

In wake of surging consumer inflation and energy prices, Australia’s government is proposing to raise...

Friday, June 3, 2022, 03:57:00 PM

The Manchin Surprise: US Senator Now Supports Biden’s “Inflation Reduction” Tax Agenda

It has been called by many names but US President Joe Biden’s attempt to enact...

Saturday, July 30, 2022, 09:00:00 AM

Imperial Helium; The Latest At Steveville – The Daily Dive

Today on the Daily Dive, our host welcomes back frequent guest David Johnson, CEO of...

Wednesday, November 3, 2021, 01:30:00 PM