Returning to The Daily Dive is Tavi Costa, Partner & Portfolio Manager for Crescat Capital. Tavi joins us today to discuss his outlook on the capital markets in the midst of recession risks, and he also takes us through what the charts are telling us that the Fed Reserve isn't (at least not yet). Also discussed are Tavi's insights on resources, silver, and gold.
00:00 Introduction
00:29 The Credit Suisse event, interest rates, and global liquidity
02:55 The Pound, BOE’s moves
06:02 Impact of the OPEC production cut on the oil markets
08:25 Chart: Capex Cycle Adjusted for GDP
11:44 Chart: US Job Openings
14:21 Approaching the risks of a recession
16:47 ‘Silver’s overdue!’
19:02 What’s next for gold and the precious metals market
22:46 The next bull run in gold will be triggered by a global recession
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.
#recession #inflation #gold
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