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

Building the $500M-a-Year Gold Mine | Victor Cantore – Amex Gold Mining

Building the Next 500,000-Ounce Gold Producer | Stephen Soock – Heliostar Metals

This Gold Explorer Is Making Its Biggest Bet | Brian Miller – Astra Exploration

Recommended

This Gold Discovery Just Keeps Getting Bigger | Roger Rosmus – Goliath Resources

Cardiol Expands MAVERIC Trial to Up to 150 Patients After Reaching Enrollment Target Early

Related News

Commodity SuperCycle: It’s Not Just About Demand – The Daily Dive feat Will Rhind

Returning to The Daily Dive today is that of Will Rhind, the founder and CEO...

Saturday, April 3, 2021, 01:30:00 PM

Natural Gas Is The Transition Fuel Of The Future – The Daily Dive feat Ronald Pantin of NG Energy

Starting off the week on the Daily Dive is that of Ronald Pantin, whom is...

Monday, January 11, 2021, 01:30:00 PM

Gold Is Screaming Higher While Currencies Burn | Simon Ridgway – Rackla Metals

Simon Ridgway, CEO and Director of Rackla Metals Inc. (TSXV: RAK), walks through their latest...

Wednesday, September 17, 2025, 03:38:00 PM

Doug Ford Promises 50-Cent Wage Increase in October

Doug Ford’s government is promising to hike Ontario’s minimum wage by 50 cents come early...

Thursday, April 7, 2022, 10:04:00 AM

Has Oil Hit A Top? – The Daily Dive

Today on the Daily Dive we see the return of frequent guest and market commentator...

Thursday, March 10, 2022, 01:30:00 PM