Sunday, January 11, 2026

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 $100 Silver Right Now Would Be a Problem | Keith Neumeyer – First Majestic

Why Industrial Demand Is Changing the Silver Market | David Morgan

Gold and Silver Delivery Is Exposing the Paper Market | Andy Schectman

Recommended

Antimony Resources Drills 8.48% Sb Over 3 Metres, 2.07% Sb Over 27 Metres At Bald Hill

Steadright To Acquire 75% Interest In Moroccan Copper-Lead-Silver Project

Related News

Why Is Silver Below $20? – With David Morgan

Today, SmallCapSteve chats with David Morgan from The Morgan Report. We take a moment to...

Monday, July 11, 2022, 01:30:00 PM

Is Gold To See A Violent Move Upward? – The Daily Dive

Today on the Daily Dive, we welcome back David Garofalo, the Chairman and CEO of...

Tuesday, November 23, 2021, 01:30:00 PM

NFT’s: Understanding The Purpose For Non-Fungible Tokens – The Daily Dive feat David Yu

Joining us today for the first episode of the trading week, is that of David...

Monday, July 5, 2021, 01:30:00 PM

Fed’s Key Inflation Figure Soars by Most Since 1991

US personal spending remained modest in July amid a decline in merchandise outlays, but the...

Friday, August 27, 2021, 01:45:30 PM

Not-So-Transitory Inflation SOARS by Fastest Pace Since February 2003

It’s unofficially official: central banks are losing control of galloping inflation, as the “transitory” deterioration...

Wednesday, October 20, 2021, 05:26:00 PM