Tavi Costa – Macro Gold Comments Down to The Stocks After A Rough February
Cory
February 28, 2023
Tavi Costa, Portfolio Manager at Crescat Capital join us to share his macro outlook for the gold sector, including the stocks, as well as a number of stocks he and Crescat are excited about.
Still a bullish outlook for the gold sector is timed with a very bearish outlook for the broad markets.
Click here to visit the Crescat Capital website to learn more about the Firm’s funds.
Discussion
2 Comments
Feb 28, 2023 28:59 PM
Feb 28, 2023 28:58 PM
Thanks Lakedweller2. Yes, it is nice to get Tavi’s insights on how he as a fund manager for Crescat allocates capital to different stage companies, where he sees the future outperformance, and in context of the larger macroeconomic picture that is unfolding.
Great interview with Tavi. Good question on their aggressive investment philosophy and goals.