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

Why Is This $1.5 Billion Gold Story Worth Just $37 Million? | Fredonia Mining PEA

This Copper Stock Exploded Before Anyone Knew the Grade | Decade Resource

Silver Miners Will Crush Gold Miners | Adrian Day

Recommended

Krait Critical Minerals Closes Acquisition of Nevada Hills Antimony and Its Two Washington Projects

PTX Metals Completes 1,209-Metre Phase 1 Drill Program at Shining Tree Gold Project

Related News

Is Gold Still An Inflation Hedge? – The Daily Dive

Today on the Daily Dive, our host Cassandra Leah is joined by returning guest Ted...

Tuesday, December 14, 2021, 01:30:00 PM

Never Go Full Banana: Canada’s Economic Missteps with Thomas George of Grizzle

In this interview, Thomas George from Grizzle provides comprehensive analysis across multiple sectors and economic...

Thursday, December 5, 2024, 03:40:00 PM

US Food Inflation Spikes To 43-Year High Yet Biden ‘Celebrates’ Inflation Reduction Act

The biggest disconnect today: US President Joe Biden touted the recently passed Inflation Reduction Act...

Wednesday, September 14, 2022, 02:59:00 PM

Will Gold Go Below 1800? – The Daily Dive

Today on The Daily Dive, the founder & CEO of Bubba Trading returns. We sit...

Wednesday, June 22, 2022, 01:30:00 PM

US Social Security Benefits Boosted 5.9% in Effort to Combat Out-of-Control Inflation

Thanks to rampant inflation that is everywhere and no longer merely transitory, nearly 70 million...

Friday, October 15, 2021, 03:29:00 PM