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.

Become member and subscribe to Turd's Vault

Contribute

Donate Shop

Get Your Subscriber Benefits

Private iTunes feed for all TF Metals Report podcasts, and access to Vault member forum discussions!

Key Economic Events Week of 7/26

7/27 8:30 ET Durable Goods
7/27 9:00 ET Case-Shiller home prices
7/27 10:00 ET Consumer Confidence
7/28 2:00 ET FOMC Fedlines
7/28 2:30 ET CGP presser
7/29 8:30 ET Q2 GDP first guess
7/30 8:30 ET Personal Income and Spending
7/30 8:30 ET Core Inflation
7/30 9:45 ET Chicago PMI
7/30 10:00 ET UMich Consumer Sentiment

Recent Comments

by canary...ex-ancient Egyptian, 3 hours 42 min ago
by boomer sooner, 4 hours 22 min ago
by whiteclw57, Jul 30, 2021 - 10:28pm
by CA_Refugee, Jul 30, 2021 - 9:54pm

Forum Discussion

randomness