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

This Gold Story Starts With Cash Flow | Gordon Robb – ESGold

Silverco Cusi Mine PEA: Bigger Isn’t Always Better

Fixing Heart Disease Tied to Sudden Death in Young People | David Elsley – Cardiol Therapeutics

Recommended

Cambria Drills 17.95 g/t Gold Over 22 Metres At Premier Mine

Denarius Metals Increases Bid For Emerita Resources To $0.45 Per Share

Related News

Mernova: Creso Pharm’s Licensed Cannabis Producer – The Daily Dive feat Jack Yu

Today on the Daily Dive, we sit down with Jack Yu, managing director of Mernova...

Thursday, February 11, 2021, 01:30:00 PM

Australia’s Central Bank Breaks Hawkish Tightening Cycle as Mortgage Rates Bite Debt-Laden Consumers

Australia’s central bank has become the first among developed economies to downshift its rapid tightening...

Tuesday, October 4, 2022, 05:54:37 PM

Jerome Powell: Time to Raise the Rates! And Fast!

In a Hail Mary attempt to save face in what is turning out to be...

Tuesday, March 22, 2022, 02:52:00 PM

Does Brazil’s High Rate Environment Serve As A Sign Of What’s To Come For The US?

A soap opera regarding a central bank which holds short-term interest rates at high levels...

Sunday, May 28, 2023, 07:14:00 AM

Silver: A Long Bull Market? — with Peter Krauth

Joining us today on The Daily Dive is Peter Krauth, author of The Great Silver...

Tuesday, January 17, 2023, 01:36:41 PM