In today's episode, Marcelo López talked to Otávio Costa, better known in the financial markets as Tavi Costa. Tavi is a portfolio manager at Crescat Capital and he is responsible for macro research.
Tavi begins by talking about his trajectory in the financial markets and tells us more about Crescat Capital, an American company that manages hedge funds. He has been working for this company for the past 6 years.
Then Tavi talks about the main topics he's looking at right now and gives us an overview of those topics.
Tavi then discusses each of the themes in more detail, exploring historical data and using Crescat's proprietary models.
He has a very interesting insight into the US position in the current cycle, and presents data to justify his opinion.
When it comes to precious metals, Tavi discusses the current scenario and outlook for the sector. Also, Tavi talks about the relationship between the US Dollar and gold, with a very different point of view from the market.
Tavi also talks about China, likely future developments in that country, and what Crescat Capital is doing now.
Finally, Tavi reviews his investment thesis and says what can make him change his mind about his investment positions.
Podcast #3: Aaron Edelheit - Cannabis
Podcast #2: Jesse Redmond
Podcast #1: Jim Grant
Podcast #35: Mark Nelson - Energy and ESG
Podcast #34: Brandon Munro - Uranium
Podcast # 33B: Fernando Ulrich e Tavi Costa – economia e finanças
Podcast #33 (A): Fernando Ulrich e Tavi Costa
Podcast #32: Brandon Munro - Uranium
Podcast #31: Rodrigo Constantino - economia e política no Brasil
Podcast #30: Adam Rozencwajg - commodities
Podcast #29: Shawn Hackett - soft commodities
Podcast #28: Paul Ma – CGN Mining
Podcast #27: Anas Alhajji – Oil markets
Podcast #26: Fernando Ulrich - Escola austríaca
Podcast #25: Kiyan Zandiyeh - Uzbekistan
Podcast #24: Mark Gordon - Oil Fund
Podcast #23: Harris Kupperman - Opportunities
Podcast #22: Mike Alkin - Uranium
Podcast #20: Chat with Bram Vanderelst – Uranium Trader
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast