Closing out the week for The Daily Dive is that of Tavi Costa, Partner & Portfolio Manager for Crescat Capital. Tavi joins us today to discuss possible alternatives to Russian gas, how he’s positioning hismelf in the current environment, and what his read on the silver market currently is.
Also discussed is Switzerland’s move to import gold from Russia, the ratio of energy stocks to US equities, and five year credit default swaps in Argentina.
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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