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.
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