The Deep Dive, Released on 4/1/22
For the final episode this week of The Daily Dive, we see the return of Tavi Costa, Partner & Portfolio Manager for Crescat Capital. Tavi sits down with us this afternoon to discuss the recent news of Tesla securing its nickel supply chain, how he expects the Russian oil and gas Ruble payment demand issue to play out, and his expectations on how the Fed maneuvers on interest rates. Also discussed is recent analysis conducted by Tavi, on topics such as consumer confidence, 10-year yield expectations, and what metrics he's monitoring as we head into Q2 2022.
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.
This IS NOT The End Of The US Dollar As The Reserve Currency - Tavi Costa added by Herman James on 03/31/2022View all posts by Herman James ?+'