Sponsored by

Thursday Conversation - Tavi Costa of Crescat Capital

43

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.

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.

TF

Subscribe or login to read all comments.

Support TFMR

Donate Buy Silver

Access Subscriber Benefits

Listen to TFMR on the go in your favorite podcast app, and join our member-only forum discussions!

Key Economic Events Week of 11/27

11/27 10:00 ET New Home Sales
11/28 9:00 ET Case-Shiller home prices
11/28 10:00 ET Consumer Confidence
11/28 10:00 ET Goon Waller
11/28 10:00 ET Goon Ghoulsbee
11/28 10:45 ET Goon Bowman
11/29 8:30 ET Q3 GDP second guess
11/29 1:45 ET Goon Mester
11/29 2:00 ET Beige Book
11/30 8:30 ET PCE and Core PCE
11/30 8:30 ET Personal Inc and Spend
11/30 9:05 ET Goon Williams
11/30 9:45 ET Chicago PMI
12/1 9:45 ET S&P Manu PMI
12/1 10:00 ET ISM Manu PMI
12/1 10:00 ET Goon Ghoulsbee
12/1 11:00 ET Chief Goon Powell

Forum Discussion

by Wade Case, 6 hours 32 min ago
by argentus maximus, 13 hours 48 min ago
by Wade Case, Nov 28, 2023 - 9:57am
by Wade Case, Nov 28, 2023 - 7:25am
by DragonFly, Nov 22, 2023 - 12:01pm
by Wade Case, Nov 20, 2023 - 9:49pm
randomness