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

People Don’t Want Cash. They Want Physical Silver. | Glenn Jessome – Silver Tiger

The Monetary System Is Cracking – Gold Is the Pressure Valve | Ross Beaty – Equinox Gold

Heliostar Metals: The Cerro del Gallo PFS

Recommended

Silver47 Reports Discovery Of FOMO Zone At Red Mountain After Sampling 1,793 g/t Silver Equivalent

When A Shut-Down Mine Starts Making Sense Again | Selkirk Copper

Related News

Carbon Credits: The Next Market Craze? – The Daily Dive

Joining us today on the Daily Dive is returning guest Justin Cochrane, CEO of Carbon...

Thursday, November 25, 2021, 01:30:00 PM

A Dilemma for the BoC: Mortgage Interest Costs Were the Primary Driver in May’s CPI Print

Latest data from Statistics Canada shows consumer prices rose 0.4% month-over-month to an annualized 3.4%...

Tuesday, June 27, 2023, 08:38:23 AM

Hemlo Explorers: Amassing The Largest Land Package In The Hemlo Region – The Daily Dive

Today on the Daily Dive we are joined by first time guest Brian Howlett, CEO...

Thursday, April 14, 2022, 01:30:00 PM

New Home Sales on the Decline as Rising Mortgage Rates Bite

Purchases of new home sales continued to slide in June, as elevated prices and rising...

Wednesday, July 27, 2022, 12:48:00 PM

Jack Dorsey Sounds Alarm Over Hyperinflation After Twitter ‘Mistakenly’ Censors GOP Lawmaker’s Post About… Inflation

Jack Dorsey may have to flag his own tweet as “sensitive content,” after the Twitter...

Tuesday, October 26, 2021, 10:08:00 AM