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

Hemlo Explorers: Amassing The Largest Land Package In The Hemlo Region – The Daily Dive

Today on the Daily Dive we are joined by first time guest Brian Howlett, CEO...

Thursday, April 14, 2022, 01:30:00 PM

China’s Lockdowns Could Further Fan Inflationary Pressures in North America

Investors as a whole have paid little attention to the implications of China’s decision to...

Sunday, April 24, 2022, 09:00:00 AM

Forget Crypto, Money Is Back To Gold – The Daily Dive

Returning to The Daily Dive is Michael Dehn, President, CEO & Director of United Lithium...

Wednesday, June 29, 2022, 01:30:00 PM

Australia’s Central Bank Breaks Hawkish Tightening Cycle as Mortgage Rates Bite Debt-Laden Consumers

Australia’s central bank has become the first among developed economies to downshift its rapid tightening...

Tuesday, October 4, 2022, 05:54:37 PM

US Inflation Hits 6.5% In December

Following November’s better-than-expected CPI print, it appears that circumstances continue to shift to the downside....

Thursday, January 12, 2023, 08:43:39 AM