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

Why Silver’s Next Move May Be Built on a Much Stronger Base | Mani Alkhafaji – First Majestic Silver

Guanajuato Silver Q1 Earnings: They Finally Post Positive Net Income

We’re in a New Era of Gold Price Discovery | Ryan King – Equinox Gold

Recommended

Mercado Minerals Drills 1,120 g/t Silver Equivalent Over 1.20 Metres At Copalito

Goliath Resources Targets Expansion, Motherlode Source in 50,000 Metre Surebet Drill Program

Related News

Jerome Powell Hikes Rates 75 Basis Points for Fourth Consecutive Time

The Federal Reserve once again delivered the fourth consecutive 75 basis-point rate hike on Wednesday,...

Wednesday, November 2, 2022, 02:47:00 PM

Will the Mining Industry Be Affected By The Rise In Metal Agreements?

Joined by David Morgan of The Morgan Report, The Deep Dive looks into the recent...

Thursday, July 20, 2023, 01:30:00 PM

Janet Yellen Says $1.9 Trillion Stimulus Bill Won’t Create Inflation

US Treasury Secretary Janet Yellen has been downplaying concerns regarding an impending breakout in inflation...

Tuesday, March 9, 2021, 02:17:00 PM

$3,000 Gold Is Inevitable – The Daily Dive

Starting us off this week on the Daily Dive is Collin Kettell, the founder and...

Monday, November 22, 2021, 01:30:00 PM

Stagflation! US Economy Unexpectedly Contracts For First Time Since 2020

Well that didn’t go as planned! America’s economy unexpectedly contracted in the first quarter of...

Thursday, April 28, 2022, 12:31:00 PM