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 Story Starts With Cash Flow | Gordon Robb – ESGold

Silverco Cusi Mine PEA: Bigger Isn’t Always Better

Fixing Heart Disease Tied to Sudden Death in Young People | David Elsley – Cardiol Therapeutics

Recommended

Cambria Gold To Spin Out Mt. Margaret Copper-Gold Project Into US-Focused Entity

Two Vessels Attacked Near Strait of Hormuz Within Hours as IRGC Escalates Maritime Campaign

Related News

Canadian Inflation Rises to 1.3% In January, Price Pressures Continue to Remain Subdued

Inflation levels in Canada rose slightly in January amid an increase in gasoline prices, but...

Wednesday, February 17, 2021, 02:45:00 PM

Staude: Bullish On Gold, Bearish On Copper? – The Daily Dive

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

Wednesday, February 9, 2022, 01:30:00 PM

High Interest Rates and Household Debt: A Ticking Time Bomb for the Canadian Real Estate Market?

The Bank of Canada is sounding the alarm on the impact of rising interest rates...

Wednesday, May 24, 2023, 06:17:00 AM

Bitcoin Needs A Sentiment Change – The Daily Dive

Closing out the week on The Daily Dive today is Frank Holmes, Executive Chairman of...

Friday, June 10, 2022, 01:30:00 PM

Germany Inflation Soars to 70 Year-High Thanks to Surging Energy, Food Prices

Germany, ranked one of the richest countries in the world, is facing a dire problem:...

Thursday, October 13, 2022, 01:19:29 PM