Tavi Costa is the portfolio manager at Crescat Capital and has been with the firm for 6 years. Tavi built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors.
Tavi’s research has been featured in financial publications such as Bloomberg, The Wall Street Journal, CNN, Financial Post, The Globe and Mail, Real Vision, and many more.
Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi holds a Bachelor of Business Administration that he completed at Lindenwood University.
In this episode, Tavi explains his most recent research article called “A Tale of Two Destructive Outcomes”. He then provides his opinion on the whether or not the Federal Reserve bank is trapped when it comes to dealing with inflation and debt.
Tavi also comments on whether there is strong public awareness about inflation and labour pressures among the general public. He then provides his opinion on if we currently have a bubble in the equity and housing market.
Tavi strongly believes that a gold and silver supply cliff is happening, meaning a supply crisis could be coming in the near future. He then talks about what would happen to precious metals and miners if there is a stock market crash.
Tavi explains the silver to money supply (M2) ratio chart from his website. He then speaks on why silver is the single most compelling reason to invest in silver stocks.
Tavi then shares who are his greatest mentors and where millennial investors should go to better educate themselves before making financial decisions. He then shares which commodities that he is most bullish on and his top stock picks for 2021. Lastly, Tavi provides his definition of greatness.
Podcast Host: Ben Mumme
Subscribe to the YouTube Channel: https://bit.ly/3fAcFrt
Connect with Ben: (https://mailchi.mp/7fc4ede3f9b7/living-your-greatness).
Connect with Tavi Costa on Twitter (https://twitter.com/TaviCosta), subscribe to his YouTube channel (https://bit.ly/3jKsTAQ) and check out the Crescat Capital website (https://www.crescat.net).
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