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

First Majestic Q1 Earnings: A Bang Up Quarter

Copper’s Structural Shortage May Be Here to Stay | Colin Joudrie – Selkirk Copper

Why Barrick’s “Strong” Quarter Wasn’t So Strong | Q1 2026 Earnings

Recommended

Son of Mango Founder Arrested Over Billionaire Father’s Fatal Cliff Fall

Power Metallic Pushes Deeper Into Saudi Arabia With Amaar Mining Tie-Up

Related News

Frank Holmes: The Rising Tide Of Commodities – The Daily Dive

For this weeks final episode of The Daily Dive, we’re joined by Frank Holmes, CEO...

Friday, January 29, 2021, 02:35:37 PM

Are We Nearing The End of the Petrodollar? – With Peter Grandich

Peter Grandich, CEO of Peter Grandich & Company, returns to the Daily Dive in our...

Monday, January 23, 2023, 01:30:00 PM

Are Institutions Starting To Pour Into Cannabis Stocks? – The Daily Dive feat Todd Harrison

For our mid-week episode of The Daily Dive, we sit down with that of Todd...

Wednesday, March 24, 2021, 01:30:00 PM

Plasma: The Fourth State Of Matter – The Daily Dive feat Peter Pascali

On our latest episode of The Daily Dive, our host Cassandra Leah sits down with...

Friday, April 2, 2021, 05:56:00 PM

Turkey’s Inflation Rate Soars Close To 80% In June, The Highest In Two Decades

Turkey’s annual inflation rose to 78.6% in June, as the cost of food and transportation...

Tuesday, July 5, 2022, 05:10:00 PM