00:00?EUR< Introduction01:35?EUR< The coming Great Rotation05:03?EUR< That steep plunge when the Tech Bubble burst10:29?EUR< Inflation is not transitory15:01?EUR< Is there a bubble in stocks?23:12?EUR< Why the next recession will be triggered differently28:18?EUR< Debt monetization to infinity33:01?EUR< Silver the cheapest metal on Earth38:49?EUR< Gold supply cliff
SBTV speaks with Tavi Costa, Partner and Portfolio Manager at Crescat Capital, about the cheapest metal on Earth - silver. Tavi believes the Great Rotation of global assets is coming and multiple factors are now aligned making precious metals extremely bullish.
Tavi Costa's Crescat Capital: https://www.crescat.net
Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built Crescat's macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, Reuters. Tavi is a native of S??o Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.