Tavi Costa (Twitter: @TaviCosta) is a macro focused portfolio manager at Crescat Capital. Tavi built the macro model his firm lies upon to identifies the current stage of the US economic cycle. His research has been featured in Bloomberg, The Wall Street Journal, CNN, Financial Post, The Globe and Mail, Real Vision, Reuters.
In this conversation Jamie & Tavi discuss the incredible asymmetric trade we’re seeing in the gold space, and why Crescat is extremely bullish on commodities. Tavi breaks down his research and explains the key indicators he’s using to make decisions when deploy fund capital.