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Tavi Costa

27 Podcast Episodes

Latest 19 Jun 2022 | Updated Daily

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The Next Big Trade - Tavi Costa Envisions a Bright Future for Precious Metal Exploration

Real Vision Daily Briefing: Finance & Investing

Here's a full-length episode from Real Vision's new original series, The Next Big Trade - be sure to subscribe. Tavi Costa of Crescat Capital LLC, joins Harry Melandri to discuss his bullish case for precious metal mining, particularly in the exploration part of the industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

45mins

15 May 2022

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Gold and Silver To Outshine Stocks and Bonds This Year | Tavi Costa, Crescat Capital

Wealthion

As stocks, bonds, cryptos and nearly every other asset attempt to find a bottom after the past several weeks of painful losses, stung investors are asking: Are there any good investments out there right now?Investor and analyst Tavi Costa of Crescat Capital returns here in Part 2 of our interview with him to explain why he remains especially bullish right now on gold, silver and their related mining companies. See the YouTube Video for the charts and graphics: https://youtu.be/ndnsATfZVns

58mins

13 May 2022

Similar People

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Tavi Costa Envisions a Bright Future for Precious Metal Exploration

The Next Big Trade

Tavi Costa of Crescat Capital LLC, joins Harry Melandri to discuss his bullish case for precious metal mining, particularly in the exploration part of the industry. For more on the series, visit The Next Big Trade

45mins

10 May 2022

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The Precious Metals Supercycle with Tavi Costa

WTFinance

On todays episode I was happy to host  Tavi Costa , expert in the commodity markets and currently a Portfolio Manager at  Crescat Capital . On the podcast we talked about the potential for a commodity super cycle, what Macro Trends are influencing this, how investors can take advantage of the trend and what countries Tavi is focusing on. I hope you enjoy!Tavi is a Member and Portfolio Manager 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. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi Costa - YouTubeTwitterLinkedInInvestor Letters WTFinance - WebsiteInstagram SpotifyTikTokiTunesLinkedInTwitter

46mins

29 Apr 2022

Most Popular

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MI162: Is Now the Time To Own Gold? w/ Tavi Costa

Millennial Investing - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN: 01:52 - Why Tavi believes that now is the time to own gold, silver, and commodities.07:04 - What the potential catalysts are for a move to the upside for gold and silver.09:23 - How investors can think about valuing gold.12:27 - The leading metric Tavi looks at in determining where we are in the gold and commodity cycles.41:15 - Why Tavi is bullish on commodities.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.\EPISODE RESOURCESCheck out Crescat Capital’s Research.Follow Tavi on Twitter.Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.Related episode: MI068: Investing In Commodities w/ David Morgan.Related episode: MI141: Studying Financial History w/ Ken Winans.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find Pros & Fair Pricing for Any Home Project for Free with Angi.Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.Invest in crypto and trade it without tax headaches with AltoIRA.Protect your family with Fabric Insurance's term life insurance now, in just 10 minutes.Enjoy a simple, good tasting supplement that truly improves your health with Field of Greens! Get 15% off your first order and get another 10% off when you subscribe for recurring order with the promo code MILLENNIAL.Check out Titan if you want to aim to become the smartest, wealthiest investor you’ve ever been. Get $50 when you invest today.Canada’s #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Design is already in your hands with Canva. Start designing for free today.The interval fund, a breakthrough innovation. Only at Mackenzie.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.Read this episode’s transcript and full show notes on our website.Connect with Tavi: Website | TwitterConnect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

42mins

26 Apr 2022

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76: Tavi Costa

The Wealth Holders Podcast

Canadian Kyle is joined with Tavi Costa, a portfolio manager at Crescat Capital. We talk about his development in the financial sector and how Crescat evolved over his time working for the company. We later touch on Mexico, Brazil, and carbon neutrality and of course, silver. Hope you enjoy!Crescat Captial: https://www.crescat.net

36mins

29 Mar 2022

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Tavi Costa: Deglobalization Will Steepen Inflation

Palisades Gold Radio

Tom welcomes back Tavi Costa of Crescat Capital to the show.Tavi discusses the key causes of inflation and how it drives inequality. We're seeing increasing use of food stamps and helicopter money which are directed toward the bottom fifty percent of the public. A lot of inflation is showing up in housing which has a large impact as a whole.We're seeing a secular increase in wages and salaries and continued monetary dilution by central banks. There is a rush towards anything tangible as policymakers have many reasons for spending while suppressing rates.The Fed is cornered between the need to control rates while preventing inflation. If the costs of capital rise we will see major issues in equities and bonds. Everything is overpriced and rate suppression is necessary to justify valuations. Soon inflation will be difficult to ignore and the Fed will be trapped.Tavi expects a shift in money velocity which will increase inflation. Higher wages will squeeze the margins of many companies and those costs will likely be passed onto consumers. Expect commodities and natural resources to outperform in the coming years and likely become market leaders.He explains why gold can work very well in even a deflationary environment as seen over the past two decades in Japan.Primary silver deposits are difficult to find but there are opportunities as fundamentals have improved with the miners. That will continue to increase the demand for exploration.China is the largest deflationary risk in the world. There are large currency risks along with massive credit bubbles not unlike the United States. Rising commodity input costs will impact manufacturing which could spill over to the rest of the world.Lastly, Tavi discusses what could trigger the next move up in gold. Central banks will continue to look for assets that can improve their balance sheets. Both gold and silver are getting primed for another leg higher.Time Stamp References:0:00 - Introduction0:42 - Pillars of Inflation9:48 - Fed Stuck?14:39 - Deflation?20:14 - Wages & Money Velocity26:36 - Golds Optionality31:47 - Gold Restrained36:37 - Silver & Silver Miners42:04 - China & Credit Bubbles49:34 - China & Global Risk56:58 - Concluding Thoughts59:26 - Wrap UpGuest Links:Twitter: https://twitter.com/TaviCostaTwitter: https://twitter.com/Crescat_CapitalWebsite https://crescat.netInstagram: https://www.instagram.com/tavicostamacro/Talking Points From This Episode:The causes of inflation, its effects, and expanding bubbles in assets.Fed cornered between keeping rates low and inflation concerns.Higher wages and commodity prices are likely to drive inflation further.Silver fundamentals improving and expectations for the metals.Otavio ("Tavi") Costa is a Member and Portfolio Manager at Crescat Capital and has been with the firm since 2013. He built Crescat's macro model that identifies the current stage of the U.S. economic cycle through a combination of 16 factors.His research is regularly featured in financial publications such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, and Reuters. Tavi is a native of São Paulo, Brazil, and fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and international business at Braservice, a large logistics company in Brazil.Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.

1hr

9 Sep 2021

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Three Pillars of Inflation with Tavi Costa - Ep. 021

The Empire's New Clothes

Crescat Capital https://www.crescat.net/The Empire's New Clothes is a Podcast & YouTube series examining the cyclical forces that make and break empires. We’ll try to answer the big questions of how we got here as a society and tease out what’s coming next. Episodes drop every Monday. www.theempiresclothes.com https://open.spotify.com/show/0006eX0RIlaP8d4QeC4vlsP006 https://twitter.com/EmpiresClothes https://www.facebook.com/empiresclothes https://www.instagram.com/empires_clothes/ https://www.linkedin.com/company/the-empires-new-clothes/about/

59mins

26 Jul 2021

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Inflation makes gold and silver shine, the FED can't escape | Tavi Costa

GoldRepublic Podcast: covering the emergence of a new monetary system

Tavi believes the FED is trapped in a dilemma. On one side, it could decide to continue expanding its balance sheet to ensure subdued interest rates at the cost of setting off an inflationary problem.Or, it could take the deflationary route by reversing its unprecedentedly loose monetary policy, due to overheating economic conditions, resulting in a reckoning moment for financial assets from record valuations.In this episode we invited Tavi Costa, Partner & Portfolio Manager at Crescat Capital, shares with us why he believes the FED is trapped in its own policies, why inflation will get out of control and the case for a commodity supercycle with a bull run that barely started for commodities like gold and silver.Otavio "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. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, CNN, Financial Post, The Globe and Mail, Real Vision, Reuters. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.⏰ Timestamps ⏰00:00 Intro01:35 Tavi's passion and drive03:46 What money means to Tavi05:34 Why is finance a game?07:35 Tavi's thesis on the current monetary system11:45 Deflation or inflation? How temporary is inflation?19:58 Why did the FED trap itself?24:36 Is there a way out?29:52 Repo and reverse repo operations34:32 Liquidity crisis?36:25 How are markets reacting to FED policies?43:57 The case for a commodity supercycle?48:46 Outlook on precious metals: gold, silver, ...53:05 Concluding thoughts54:40 Outro🎙️ GoldRepublic Podcast 🎙️A podcast inviting guests with valuable insights into the emergence of a new monetary system through the lens of precious metals, cryptocurrencies and other financial instruments presented by Bart Brands, Precious Metals Specialist and Alexej Jordanov, Content Architect at GoldRepublic.👇 Subscribe to the podcast & leave a review 👇🔘  Spotify:https://open.spotify.com/show/4AxNbMR2rGqsF5hLh6ODxv🔘 iTunes:https://podcasts.apple.com/nl/podcast/goldrepublic-podcast-covering-emergence-new-monetary/id1547812811🔘 YouTube:https://youtube.com/playlist?list=PLTuhW51ulwy1GEg1lbfF7jSgFJRXx9bYx🔎 Need more information about our platform?Visit us on our website: https://bit.ly/38p4qth​🟠 Want to open an account directly?Click on this link: https://bit.ly/38stf7p​📲  Want to invest in precious metals and check gold and silver prices?Download the GoldRepublic app:- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876⚠️ DISCLAIMER ⚠️The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in

55mins

29 Jun 2021

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161 Tavi Costa - Sub $30 Silver is Absurd, Silver is the Cheapest Metal on Earth

Silver Bullion TV (SBTV)

SBTV speaks with Tavi Costa, Partner and Portfolio Manager at Crescat Capital, about the cheapest metal on Earth - silver. Tavi believes the Great Rotation of global assets is coming and multiple factors are now aligned making precious metals extremely bullish.

43mins

5 May 2021

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