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

SSR Mining Walks Away From a World Class Gold-Copper Project

Why More Canadians Are Starting to Think About Leaving | Jesse Day

Instead of Waiting, This Gold Developer Went Bigger | Kenneth McLeod – Sonoro Gold

Recommended

Nord Drills 61,389 g/t Silver Over 0.30 Metres at Castle East

Mercado Minerals Targets District Scale Silver Play With San Dimas Land Grab

Related News

ECB Raises Rates 50 Basis-Points, Pledges Further Hikes As Inflation Runs Amok

The European Central Bank on Thursday announced yet another rate hike, this time a 50...

Thursday, February 2, 2023, 03:42:00 PM

Are We Nearing A Commodity Supercycle? – The Daily Dive

Joining us on the Daily Dive is Serafino Iacono, CEO of NG Energy (TSXV: GASX)...

Friday, December 24, 2021, 01:30:00 PM

Canadian Inflation Picks Up 3.1% In June

Consumer prices across Canada decelerated slightly in June, but price pressures still remained elevated at...

Thursday, July 29, 2021, 02:28:00 PM

Frank Holmes: Inflation Is Greatly Understated

For today’s episode of the Daily Dive we’re joined by Frank Holmes, CEO of US...

Tuesday, April 20, 2021, 01:30:00 PM

Gold Isn’t A Trade. It’s Insurance Against What Comes Next. – Rick Rule

In this conversation with legendary natural resource investor Rick Rule of Rule Investment Media, we...

Saturday, November 15, 2025, 01:32:00 PM