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 Cambria Hit Pause on Its Massive Copper-Gold Spinout

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

Gold, Silver & the $1.48 Quadrillion Derivatives Threat | Lynette Zang – Zang International

Recommended

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

Krait Critical Minerals Signs Option for Historical Nevada King Antimony Mine

Related News

David Garofalo: Everybody Is Printing Money With Reckless Abandon

Back on the Daily Dive today is David Garofalo, Chairman & CEO of Gold Royalty...

Thursday, March 30, 2023, 01:30:00 PM

US Economic Expansion Slows Sharply as Consumer Spending Wanes

America’s GDP grew by less than expected in the third quarter, further strengthening narratives that...

Friday, October 29, 2021, 10:17:00 AM

Inflation and Interest Rates Widen Canada’s Wealth Gap, Younger Households Most Affected

Canada is grappling with growing wealth disparity, fueled by rising inflation, soaring interest rates, and...

Sunday, July 9, 2023, 11:26:00 AM

The Impact Of Young Investors Having Access To Exotic Financial Products & Leverage – The Daily Dive

Joining us for the final episode this week of The Daily Dive is that of...

Friday, January 22, 2021, 01:30:00 PM

Trans Canada Gold: Developing A Red Lake Lookalike In Ontario – The Daily Dive feat Tim Coupland

For our Sunday edition of The Daily Dive, we sit down to discuss gold exploration...

Monday, February 22, 2021, 01:30:00 PM