Jay is joined by Tavi Costa to talk about the macro investing environment and where to find value plays in 2021: precious metals, housing, commodities, some tech stocks, and emerging markets. Tavi shares his rules for when to cut losing positions vs averaging down and his views on the battered junior mining stocks.
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Tavi Costa
Portfolio Manager | Crescat Capital
www.Crescat.net
About Tavi
Tavi 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 US economic cycle through a combination of 16 factors. His research has been 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 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
0:00 Intro
4:10 Tavi's Macro Themes - Inflation & Deflation
6:35 Value Plays in Housing, Tech, Emerging Markets
10:05 Time to Buy or Sell Junior Miners?
16:45 Gold Stock Picks
18:00 Gold & Silver Investor Sentiment
23:30 Crescat Capital Funds
Time to Cut Your Losses or Average Down on Gold and Silver Stocks? - Tavi Costa
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