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

Tariffs Spark New Race for Critical Metals | Rob McEwen

Antimony Resources: The Bald Hill Project

They Laughed at $3,000 Gold, Now We’re Headed for $4,000! | Sean Roosen – Osisko Development Corp.

Recommended

Steadright Begins Preliminary Economic Assessment On TitanBeach Project

Three Miners Trapped Underground At Newmont’s Red Chris Mine

Related News

Silver Catch-Up Time: Why the 7:1 Gold-Silver Ratio Matters [Summa-Silver47 Merger]

In this interview, Galen McNamara, CEO of Summa Silver (TSXV: SSVR), and Gary Thompson, CEO...
Tuesday, June 3, 2025, 03:11:00 PM

Silver Is Too Big To Squeeze – The Daily Dive feat Ryan Giannotto of GraniteShares

Joining us for the final episode of The Daily Dive during the trading week is...

Friday, February 26, 2021, 01:30:00 PM

Copper Is The Future Of Energy – The Daily Dive feat Gianni Kovacevic

Today on the Daily Dive, we see host Cassandra Leah sit down with Gianni Kovacevic...

Thursday, May 6, 2021, 01:30:00 PM

The Lithium Market Will Just Get Hotter — With Phil Thomas

Joining us on The Daily Dive today for the first time is Phil Thomas, CEO...

Monday, November 7, 2022, 01:30:00 PM

The Next Big Online Auto Platform? – The Daily Dive feat Kelly Jennings of Powerband Solutions

Today on the Daily Dive, host Cassandra Leah is joined by Kelly Jennings, CEO of...

Wednesday, January 13, 2021, 01:30:00 PM