Finding Value in Gold and Mining Stocks via Active Management - Advisory Board Call with Tavi Costa
In this Q1 2024 Advisory Board call, we want to welcome our special guest, Tavi Costa. Tavi is a Member and Macro Strategist at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, Reuters, Yahoo Finance, Real Vision, and others. Tavi is a native of São Paulo, Brazil, and is fluent in Portuguese, Spanish, and English.
We discuss:
0:00 Introduction
5:30 Trifecta of Macro/Micro imbalances
13:25 Inflation expectations
19:00 Risk Assets
22:40 Emerging Markets vs. Industrialized Economies.
30:30 Lets talk about gold!
49:14 New Incrementum Fund's Strategy
1:03:28 Where to look for value in small caps.
You can view the transcript of this conversation here:
https://www.incrementum.li/en/journal...
More information about Crescat Capital here:
https://www.crescat.net/
Further information about the IGWT report here:
https://ingoldwetrust.report/?lang=en
More information about our new active gold fund:
https://www.incrementum.li/en/investm...
IGWT Shop
https://www.ingoldwetrustreport.shop/
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twitter.com/IGWTreport
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