One of the few redeeming qualities of Twitter is that it has allowed me to get acquainted with all sorts of brilliant people whom I otherwise might never have met. One of these people is Tavi Costa of Crescat Capital and it's my pleasure to introduce him to you today.
Tavi is a partner and portfolio manager at Crescat Capital in Denver. Crescat is a global macro hedge fund but they put out some tremendously valuable research that is available to the general public. You've heard me refer to their quarterly summaries as "mini In Gold We Trust" reports and Tavi was honored that I would place them in that category.
Crescat's latest report just dropped back on Tuesday and it's embedded below. Please be sure to look it over and you might also review their website for other research and previous reports.
Crescat Capital Q3 2020 Letter by TFMetals on Scribd
Thanks again to Tavi for so generously sharing his time. I think you'll find this podcast to be full of helpful and useful information.