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 Gold Junior Is Sitting Next to a 3 Million Ounce Neighbor | Regan Isenor – Sylla Gold

A New Gold Giant Is About to Be Born! | Equinox Gold x Orla Mining

This Gold Restart Story Could Be Moving Faster Than Expected | Shaun Heinrichs – 1911

Recommended

Questcorp Wraps Expanded Drone Survey at La Union as Summer Drilling Approaches

Altamira Gold Extends Maria Bonita Footprint with 110 Metre Step-Out

Related News

Silver: Bullish But Not Because Of The Squeeze – The Daily Dive feat Peter Grandich

Starting off the week for The Daily Dive is that of Peter Grandich of Peter...

Monday, March 1, 2021, 01:30:00 PM

Providing Echocardiography For Companion Animals – The Daily Dive feat George Adams of Ventripoint

Today on the Daily Dive is that of George Adams, CEO of Ventripoint Diagnostics (TSXV:...

Thursday, January 28, 2021, 01:30:00 PM

John-Mark Staude: Bullish On Uranium & Other Green Metals – The Daily Dive

On today’s Daily Dive, we welcome back John-Mark Staude, CEO of Riverside Resources (TSXV: RRI)....

Monday, September 20, 2021, 01:30:00 PM

Australia’s Inflation Soars to 30 Year-High as Food and Energy Costs Skyrocket

Australian consumer prices soared by the most in over three decades as food and energy...

Sunday, October 30, 2022, 11:19:00 AM

Is Copper The New Oil? – The Daily Dive

Joining us on the Daily Dive for the first time today is Daniel Earle, President...

Tuesday, May 3, 2022, 01:30:00 PM