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

8 Mining Stocks Our Viewers Asked Us to Review | Sept 14th-18th

Canada Is Finally Fast-Tracking New Mines | John Passalacqua – First Phosphate

Gold & Silver Just Added $2 Billion to This Project | Aya Gold – Bourmadine PEA

Recommended

Mercado Minerals Signs LOI for La Franca, Adding 750 Metres of Undrilled Vein at Zamora

Goliath Hits Visible Gold In Bonanza Zone Step-Outs, Drills 9.12 g/t Gold Equivalent Over 11.27 Metres

Related News

Ethereum Smart Contracts Are The Internet Of The Blockchain – The Daily Dive

Joining us on the Daily Dive today is frequent guest Frank Holmes, the Executive Chairman...

Thursday, October 21, 2021, 01:30:00 PM

Should Gold Producers Adopt A HODL Strategy? – The Daily Dive

Today on the Daily Dive, we see the return of Rob McEwen, Chairman and Chief...

Wednesday, March 30, 2022, 01:30:00 PM

“Banks Are Impotent; Higher Inflation Is The Desired Outcome” — Deflationist Russell Napier

Market strategist and historian Russell Napier broke his own long-time deflationist character two years ago...

Tuesday, October 18, 2022, 05:10:00 PM

More Pain to Come: Bank of Canada Poised to Deliver Another Colossal Rate Hike Into Restrictive Territory

With inflation running at 40 year-highs, consumers face a tough road ahead. But, according to...

Tuesday, September 6, 2022, 04:22:00 PM

Understanding The Mechanics Of The Fed With Danielle DiMartino Booth – The Daily Dive

On this Daily Dive episode, Cassandra sits down with Danielle DiMartino Booth, CEO of Quill...

Tuesday, October 5, 2021, 01:30:00 PM