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

This Copper Mine Costs 1/6 to Restart | SSR Mining X Roxmore

Why Cambria Hit Pause on Its Massive Copper-Gold Spinout

Can Gold Rescue Washington From Its Debt Trap? | Andy Schectman – Miles Franklin

Recommended

Mercado Minerals Lengthens El Triunfo Vein by 190 Metres, Readies 1,500-Metre Zamora Drill Program

Blue Jay Gold Signs Ocean Partners Deal to Ship Steller Stockpiles Through 2027

Related News

He Said $300 Silver!? | Peter Krauth

Peter Kraut from Silver Stock Investor digs into what’s really driving silver’s recent surge, looking...

Tuesday, August 5, 2025, 12:53:00 PM

Janet Yellen Says $1.9 Trillion Stimulus Bill Won’t Create Inflation

US Treasury Secretary Janet Yellen has been downplaying concerns regarding an impending breakout in inflation...

Tuesday, March 9, 2021, 02:17:00 PM

Has There Been A Fundamental Shift In US Real Estate? – The Daily Dive

Finishing off the Daily Dive for this week is first time guest Jeffrey Christian, Managing...

Friday, May 6, 2022, 01:30:00 PM

What’s Going to Push Gold Beyond $2000? — With Mike McGlone

Back on the Daily Dive today is Mike McGlone, a Bloomberg Intelligence senior commodity strategist....

Friday, February 3, 2023, 01:31:05 PM

The Global Economy Is In Severe Danger – The Daily Dive

Today on the Daily Dive, we sit down with one of our regular guests, Todd...

Thursday, March 24, 2022, 01:30:00 PM