Which Commodity Offers The Most Upside With Current Inflation? – The Daily Dive

Today on The Daily Dive, we’re joined by Tavi Costa, Partner & Portfolio Manager for Crescat Capital. Tavi joins us today to discuss his thoughts on the latest CPI data, where he thinks real inflation sits, and his take on what commodities offer potential upside in the current market environment. Also discussed is his perceived impact from geopolitical events on the price of oil, the sustainability of silver demand, and investment flows in gold.

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

Michael Gentile: The Fed Wants Inflation To Be Very High – The Daily Dive

For our mid-week episode of the Daily Dive, we sit down with Michael Gentile, a...

Wednesday, June 16, 2021, 02:00:00 PM

Gold Flash Crash: A Psychological Rather Than Financial Event – The Daily Dive

Joining us back on the Daily Dive is Rick Rule, the former President and CEO...

Tuesday, August 31, 2021, 01:30:00 PM

Aztec Minerals: A Cashed Up Junior Miner – The Daily Dive

For the final episode of the Daily Dive this week, our host sits down with...

Friday, December 17, 2021, 01:30:00 PM

The Future Of 3D Heart Modeling – The Daily Dive feat George Adams

George Adams, CEO of Ventripoint Diagnostics (TSXV: VPT) joins our host Cassandra Leah today to...

Thursday, November 19, 2020, 01:00:00 PM

When Is The Next Record High For Gold? — with Jeffrey Christian

Returning to the Daily Dive today is Jeffrey Christian, founder & managing director of the...

Wednesday, January 18, 2023, 01:30:00 PM