This Is Not The End Of The US Dollar As The Reserve Currency – The Daily Dive
For the final episode this week of The Daily Dive, we see the return of Tavi Costa, Partner & Portfolio Manager for Crescat Capital. Tavi sits down with us this afternoon to discuss the recent news of Tesla securing its nickel supply chain, how he expects the Russian oil and gas Ruble payment demand issue to play out, and his expectations on how the Fed maneuvers on interest rates. Also discussed is recent analysis conducted by Tavi, on topics such as consumer confidence, 10-year yield expectations, and what metrics he’s monitoring as we head into Q2 2022.
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.
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As the founder of The Deep Dive, Jay is focused on all aspects of the firm. This includes operations, as well as acting as the primary writer for The Deep Dive’s stock analysis. In addition to The Deep Dive, Jay performs freelance writing for a number of firms and has been published on Stockhouse.com and CannaInvestor Magazine among others.