Is A Commodity Supercycle Just Starting? – The Daily Dive feat Otavio "Tavi" Costa

On today’s episode of the Daily Dive, we sit down with Otavio “Tavi” Costa, whom is a Partner & Portfolio Manager for Crescat Capital. Tavi joins us this afternoon to talk commodities, yield curve control, normalization of the economy following the Covid-19 pandemic, and the evaluation of junior mining equities.

Crescat Capital focuses on global macro asset management. The firm defines its focus as growing and protecting wealth over the long term, which it achieves by deploying tactical investment themes based on value-driven equity and macro models. The firm operates a number of funds for investors, including a precious metals fund, a long/short hedge fund, and a global macro hedge fund among others.

You can catch more of Tavi on Twitter, @TaviCosta and on YouTube @Tavi Costa.


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