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This interview was filmed on October 13, 2022.
Tavi Costa of Crescat Capital shares his thoughts on the macro trends that are shaping today’s markets, and explains why his firm sees opportunity in exploration companies.
#Investing #Mining #Gold
0:00 – Intro
0:24 – Tavi’s background and work at Crescat Capital
1:24 – Crescat Capital’s macro long/short strategy
6:01 – Four pillars pushing inflation higher
8:08 – How Crescat Capital approaches junior miners
14:22 – Energy sector looking “very attractive”
16:20 – Focus on inflationary assets as macro takes over
17:13 – Outro
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