This Pain Is Only The Beginning: Inflation Will Come In Waves

Returning to The Daily Dive today is Tavi Costa, Partner & Portfolio Manager for Crescat Capital. Tavi joins us to share his read on inflation, taking us through the trends that he’s watching and analyzing these against today’s backdrop. It’s not all doom and gloom though as we end the interview with his thoughts on precious metals — gold, in particular, and why he thinks 2023 will be a great year for it.

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.

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.