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

Police Contain ‘Active Threat’ at University of Toronto Mississauga Residence

McLaren Resources Launches Satellite Targeting Program Across Three Timmins Area Gold Properties

Related News

Strategic M&A: AUX Resources & Scottie Resources – The Daily Dive

Starting off this week on the Daily Dive is that of Brad Rourke, CEO of...

Monday, April 26, 2021, 01:30:00 PM

US Consumer Prices Rise by Less Than Forecast in August

Consumer prices across the US rose by less that expected in August, suggesting that inflation...

Wednesday, September 15, 2021, 10:06:00 AM

Jeff Booth: Governments Print Money to Offset Technology Deflation – The Daily Dive

Today on the Daily Dive, we sit down with Jeff Booth, author of The Price...

Thursday, April 15, 2021, 01:30:50 PM

First Helium: A Self-Funded Helium Exploration Play – The Daily Dive

Closing out the week on The Daily Dive is that of Ed Bereznicki, CEO of...

Friday, April 8, 2022, 01:30:00 PM

Trans Canada Gold: Developing A Red Lake Lookalike In Ontario – The Daily Dive feat Tim Coupland

For our Sunday edition of The Daily Dive, we sit down to discuss gold exploration...

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