Saturday, July 5, 2025

Latest

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

Gold Drilling Scaled to 60,000 Meters: How Big Can This Get? | Roger Rosmus – Goliath Resources

Baselode Energy To Acquire Forum Energy: The Merger Of Equals Deal

TriStar Gold: The Revised Castelo de Sonhos Prefeasibility Study

Recommended

Antimony Resources Drills 4.17% Antimony Over 7.4 Metres At Bald Hill

ESGold To Expand Mine Building At Montauban In Advance Of Gold & Silver Production

Related News

Military Demand Drives Antimony Prices: Hertz Energy’s Strategic Position

In this interview, Kal Malhi, CEO and Director of Hertz Energy Inc. (CSE: HZ), provides...
Tuesday, September 24, 2024, 01:04:00 PM

High Interest Rates and Household Debt: A Ticking Time Bomb for the Canadian Real Estate Market?

The Bank of Canada is sounding the alarm on the impact of rising interest rates...

Wednesday, May 24, 2023, 06:17:00 AM

US Producer Prices Soar to Record High in December

After yesterday’s eye-watering CPI print showed that consumer prices soared to the highest in nearly...

Thursday, January 13, 2022, 02:45:00 PM

Americans’ Inflation Fears Continue to Surge

Sentiment among US consumers continued on its deteriorating trend this month, as inflation fears become...

Saturday, May 29, 2021, 03:10:00 PM

Gold Heading Above $2000? – The Daily Dive feat John Mark Staude

Today on The Daily Dive, we have John-Mark Staude, CEO of Riverside Resources (TSXV: RRI)....

Tuesday, November 10, 2020, 01:00:00 PM