Shows
Crescat's Live Market CallCrescat's Live Market Call - February 13th, 2026 CommentaryFind us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
2026-02-131h 05Crescat's Live Market CallCrescat's Live Market Call - January 30th, 2026 Commentary0:00 Introduction1:23 Kevin Smith Macro 34:37 Lars Theill, PhD, Biopharma Investing 1:07:51 Quinton Hennigh, PhD, Exploration Mining1:11:09 Snowline Gold Update1:14:53 Sitka Gold Update1:24:39 Tectonic Metals Update1:38:03 ConclusionFind us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
2026-01-301h 40
The KE ReportGoliath Resources – 3 Vancouver Conferences, 70 Gold Drill Assay Results, Complete Ownership Of Golddigger, Buydown Of NSR, and Increased Stakes From Rob McEwen And Crescat CapitalRoger Rosmus, Founder, CEO, & Director of Goliath Resources (TSX.V: GOT) (OTCQB: GOTRF), joins us live from the AME Roundup to highlight the positive investor sentiment after attending 3 back-to-back Vancouver resource conferences. Additionally, we dig into recent news released on the final 70 gold-only drill hole assays returned from last year’s program, the pending assays for 110 multi-element results on all the 2025 drill holes, along with a number of corporate initiatives around not doing a share consolidation, on buying back the NSR from 3% down to 2%, and on fast-tracking its ownership in the Golddigger Property located in the Golden Triangle, B.C...
2026-01-2814 minThe KE ReportGoliath Resources – 3 Vancouver Conferences, 70 Gold Drill Assay Results, Complete Ownership Of Golddigger, Buydown Of NSR, and Increased Stakes From Rob McEwen And Crescat CapitalRoger Rosmus, Founder, CEO, & Director of Goliath Resources (TSX.V: GOT) (OTCQB: GOTRF), joins us live from the AME Roundup to highlight the positive investor sentiment after attending 3 back-to-back Vancouver resource conferences. Additionally, we dig into recent news released on the final 70 gold-only drill hole assays returned from last year’s program, the pending assays for 110 multi-element results on all the 2025 drill holes, along with a number of corporate initiatives around not doing a share consolidation, on buying back the NSR from 3% down to 2%, and on fast-tracking its ownership in the Golddigger Property located in the Golden Triangle, B.C...
2026-01-2814 minCrescat's Live Market CallCrescat's Live Market Call - January 16th, 2026 Commentary0:00 Introduction2:05 Kevin Smith Macro22:17 Nathaniel Gilbert Macro30:18 Kevin Smith Macro Continued46:46 ConclusionFind us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
2026-01-1648 minCrescat's Live Market CallCrescat's Live Market Call - January 2nd, 2026 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2026-01-021h 17Crescat's Live Market CallCrescat's Live Market Call - December 19th, 2025 CommentaryFind us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
2025-12-191h 01Crescat's Live Market CallCrescat's Live Market Call - December 5th, 2025 CommentaryFind us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
2025-12-051h 47Crescat's Live Market CallCrescat's Live Market Call November 21st 2025 CommentaryFind us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
2025-11-211h 34Crescat's Live Market CallCrescat's Live Market Call - November 7th, 2025 CommentaryFind us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
2025-11-072h 02Crescat's Live Market CallCrescat's Live Market Call - October 24th, 2025 CommentaryFind us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
2025-10-241h 52
Connecting the Dots w/ Farzin IraniTAVI COSTA: Macro Trends and Investment Strategies | Connecting the Dots w/ Farzin IraniIn this conversation, Tavi Costa, a macro strategist at Crescat Capital, shares his insights on the financial markets, focusing on emerging markets, commodities, and the implications of US monetary policy. He discusses his personal journey into finance, the importance of understanding macro trends, and the potential for financial repression in the face of rising debt. Tavi emphasizes the critical role of gold and commodities in future economic growth, particularly in light of the AI revolution and changing geopolitical dynamics. He also highlights the significance of building personal conviction in investment decisions and the need for investors to be aware...
2025-10-071h 14Crescat's Live Market CallCrescat's Live Market Call - October 3rd, 2025 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-10-031h 15Crescat's Live Market CallCrescat's Live Market Call - Beaver Creek Precious Metals Summit Interview SeriesFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-09-191h 37Crescat's Live Market CallCrescat's Live Market Call - September 5th, 2025 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-09-051h 48Crescat's Live Market CallCrescat's Live Market Call - August 22nd, 2025 CommentaryFind us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
2025-08-221h 40
Wealthion - Be Financially ResilientTavi Costa: Silver Soaring to $100? Why A Triple-Digit Price Is ComingIs silver finally ready to explode higher? Crescat Capital’s Tavi Costa joins Wealthion’s Trey Reik to share why he believes silver is entering a powerful new bull market, and why most investors still don’t see it coming. From surging industrial demand for solar and AI infrastructure, to a historic supply crunch and under-the-radar central bank buying, Tavi explains why silver may be the most undervalued macro asset on the planet.
💡Want to learn more? Sign up to get our free investing report on silver here: https://wealthion.com/silver/
2025-08-1449 min
Wealthion - Be Financially ResilientTavi Costa: Silver Soaring to $100? Why A Triple-Digit Price Is ComingIs silver finally ready to explode higher? Crescat Capital’s Tavi Costa joins Wealthion’s Trey Reik to share why he believes silver is entering a powerful new bull market, and why most investors still don’t see it coming. From surging industrial demand for solar and AI infrastructure, to a historic supply crunch and under-the-radar central bank buying, Tavi explains why silver may be the most undervalued macro asset on the planet.
💡Want to learn more? Sign up to get our free investing report on silver here: https://wealthion.com/silver/
2025-08-1449 minCrescat's Live Market CallCrescat's Live Market Call - August 8th, 2025 Commentary0:00 Introduction2:03 Kevin Smith Macro14:19 Tavi Costa Macro48:03 Quinton Hennigh Introduction51:52 Snowline Gold Update1:03:28 Sitka Gold Update1:12:50 Rackla Metals Update1:20:28 Kingfisher Metals Update1:27:18 Talon Metals Corp 1:35:51 Eloro Resources Update1:37:56 Yukon Metals Update1:42:42 Eskay Mining Update... We apologize, the video cut off prior to the end of Quinton’s comments and closing statements. We will post the remainder as a second video. Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @cr...
2025-08-081h 43Crescat's Live Market CallCrescat's Live Market Call - July 25th, 2025 Commentary0:00 Introduction2:57 Kevin Smith Macro25:39 Tavi Costa Macro57:41 Quinton Hennigh Updates "What I Did On My Summer Vacation" 1:44:47 ConclusionFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-07-251h 48Crescat's Live Market CallCrescat's Live Market Call - July 11th, 2025 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-07-111h 33Crescat's Live Market CallCrescat's Live Market Call - June 20th, 2025 CommentaryIn this week’s market call, we break down major macro and metals trends shaping 2025. Charts highlight the shifting landscape of foreign holdings of U.S. financial assets, the divergence in capex between the new and old economy, and gold’s breakout as a top-performing asset year-to-date. We also cover the energy sector’s historically low weighting in the S&P 500 and a compelling cup-and-handle formation in silver. Dr. Quinton Hennigh joins with exploration updates across all major mining names, including the latest drill results and discovery progress.Find us Online: Website: www.crescat.net Cr...
2025-06-201h 48
Genial Podcast🔴 12/06/25 Resumo da Manhã c/ Tavi Costa, da Crescat Capital | Para onde vai o dólar globalmente?O convidado de hoje é Tavi Costa, sócio gestor da Crescat Capital. Prepare-se para a segunda metade do dia sabendo de tudo que mexeu com o mercado nas primeiras horas do pregão. Informação e análise com Roberto Motta. O Resumo da Manhã é transmitido de segunda a sexta, às 13h. Ative as notificações do programa e acompanhe ao vivo!
2025-06-121h 01Crescat's Live Market CallCrescat's Live Market Call - June 6th, 2025 Commentary0:00 Introduction2:02 Kevin Smith Macro13:35 Tavi Costa Macro47:34 Quinton Hennigh Introduction48:00 Novo Resources Update56:59 Westward Gold Update1:11:13 Goliath Resources Update1:13:59 Hannan Metals Update1:20:27 Snowline Gold Update1:22:27 Sitka Gold Update1:28:07 Tectonic Metals Update1:32:40 ConclusionFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-06-061h 39Crescat's Live Market CallCrescat's Live Market Call May 23rd, 2025 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-05-231h 29
Wealthion - Be Financially ResilientGold to $20k? Tavi Costa on the Great Rotation That Will Reshape MarketsIs gold still undervalued, even after hitting record highs? Tavi Costa says yes, and makes the case for $20,000+ gold.
In this insightful interview, Crescat Capital’s macro strategist Tavi Costa joins Trey Reik to explain why we’re in the early stages of a “Great Rotation” out of overvalued U.S. equities and into hard assets like gold, silver, and commodities. Tavi also lays out why traditional 60/40 portfolios are set to underperform for years, how U.S. debt levels and deglobalization are pressuring the dollar, and why central banks (and possibly even the U.S. Treasury) are quietly turning back to...
2025-05-1455 minCrescat's Live Market CallCrescat's Live Market Call - May 9th, 2025 CommentaryDescription to add when scheduling:Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-05-091h 43
Energetic Incorporated#6 - Tavi Costa: Trump's First 100 DaysWhen Trump steps on a nail, the world screams in pain. How can we make sense of one man's ability to shape the world's economies? And how should we prepare? Today's guest is Tavi Costa. Tavi is a Member and Macro Strategist at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, Reuters, Yahoo Finance, Real Vision, and others. He posts fantastic research to X and I can't thin...
2025-05-031h 02Crescat's Live Market CallCrescat's Live Market Call - April 25th, 2025 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-04-251h 47
Rock Stock ChannelThe Macro Picture: Is Gold the New Green? w/ Tavi Costa of Crescat CapitalIn this episode, we speak with Tavi Costa, partner at Crescat Capital, about global macroeconomic shifts, rising gold prices, and the potential rotation from large-cap tech into commodities. Tavi explains why he sees significant opportunities in gold, silver, and emerging markets amid a weakening dollar and ongoing de-globalization. We dive into how policy decisions, geopolitical trends, and market valuations are shaping investment strategies, including what this means for metals like copper, silver, and lithium.
CHAPTERS 📖
(00:00:00) Introduction
(00:03:06) Why Tavi Doesn’t Own Physical Gold
(00:07:31) What's Driving Gold’s Rally
(00:11:28) Potential for Gold-Backed Alternatives
(00:15:31) De-Glob...
2025-04-051h 06Crescat's Live Market CallCrescat's Live Market Call - April 4th, 2025 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-04-041h 32Crescat's Live Market CallCrescat's Live Market Call - March 21st, 2025 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-03-211h 42Crescat's Live Market CallCrescat's Live Market Call - March 7th, 2025 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-03-071h 57Crescat's Live Market CallCrescat's Live Market Call - February 21st, 2025 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-02-211h 49Crescat's Live Market CallCrescat's Live Market Call - February 14th, 2025 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-02-1452 minCrescat's Live Market CallCrescat's Live Market Call - February 7th, 2025 CommentaryFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
2025-02-071h 42Crescat's Live Market CallCrescat's Live Market Call - January 17th, 2025 Commentary0:00 Introduction
3:28 Kevin Smith Macro
17:20 Tavi Costa Macro
50:36 Quinton Hennigh Introduction
51:34 Goliath Resources Update
1:12:26 Eloro Resources Update
1:20:50 Sitka Gold Update
1:24:06 Mogotes Metals Update
1:36:46 Puma Exploration Update
1:38:50 Brixton Metals Update
1:43:57 Red Canyon Update
1:48:12 Juggernaut Exploration Update
1:52:44 PJX Resources Update
1:56:40 Intrepid Metals Update
1:57:51 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https...
2025-01-172h 02Crescat's Live Market CallCrescat's Live Market Call - January 3rd, 2025 CommentaryCrescat's Live Market Call featured insights from Kevin Smith (CIO), Tavi Costa (Macro Strategist), and Quinton Hennigh on macro-level investment strategies and 2025 market projections. The team emphasized predicted upcoming trends, and covered our criteria for investing in an exploration mining company.
0:00 Introduction
2:59 Kevin Smith Macro
14:12 Tavi Costa Macro
41:41 Quinton Hennigh Introduction
1:00:55 Quinton Hennigh - Looking at what may be in store for 2025
1:39:12 Conclusion
2025-01-031h 43Crescat's Live Market CallCrescat's Live Market Call - December 20th, 2024 CommentaryIf you are an accredited investor and want to see a research paper that synthesizes all of this and more for Crescat’s private fund clients and qualified prospective clients, please email miwahashi@crescat.net requesting the Mara-a-Lago Accord client letter.
2024-12-231h 55Crescat's Live Market CallCrescat's Live Market Call - December 6th, 2024 CommentaryFind us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-12-061h 42Crescat's Live Market CallCrescat's Market Call - November 8th, 2024 CommentaryFind us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-11-081h 35Crescat's Live Market CallCrescat's Market Call - October 25th, 2024 CommentaryFind us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-10-251h 50
Mining Stock Education“Oil Looks Even More Attractive Than Gold Right Now” says Portfolio Manager Tavi Costa“Oil looks even more attractive than gold right now” says portfolio manager Tavi Costa of Crescat Capital. Tavi Costa shares that even though he expects gold over $2900/oz and silver touching over $40/oz before year-end 2024, he is even more bullish oil and possibly other non-precious metals. A year from now, Tavi sees inflation running significantly higher while the Federal Reserve refuses to rate interest rates. When this happens, metals and commodity prices will run higher, he anticipates. Tavi also reveals Crescat’s approach to portfolio allocation in the mining sector. Tavi is a Member and Portfolio Manager at Crescat Capital and ha...
2024-10-2456 min
Mining Stock Education“Oil Looks Even More Attractive Than Gold Right Now” says Portfolio Manager Tavi Costa“Oil looks even more attractive than gold right now” says portfolio manager Tavi Costa of Crescat Capital. Tavi Costa shares that even though he expects gold over $2900/oz and silver touching over $40/oz before year-end 2024, he is even more bullish oil and possibly other non-precious metals. A year from now, Tavi sees inflation running significantly higher while the Federal Reserve refuses to rate interest rates. When this happens, metals and commodity prices will run higher, he anticipates. Tavi also reveals Crescat’s approach to portfolio allocation in the mining sector.
Tavi is a Member and Portfolio Manager at Crescat Capital and ha...
2024-10-2456 min
Karriere InsiderPartner einer M&A-Beratung über Praktikanten und Zukunftsaussichten | Karriere InsiderIn dieser spannenden Folge des Karriere Insider Podcasts spricht David Döbele mit Oliver Böhm, Co-Founder von CRESCAT Advisory und Dozent an der Frankfurt School of Finance & Management. Oliver teilt spannende Insights aus seiner Karriere in der M&A-Beratung aus unternehmerischer Sicht.
Hier findet ihr Olivers LinkedIn-Profil: https://www.linkedin.com/in/oliver-b%C3%B6hm-9ba60228/
Hier geht es zur Website von CRESCAT Advisory: https://www.crescat-advisory.de/
Timestamps:
00:00:00 - Intro
00:02:23 - Olivers Werdegang
00:06:50 - Einstieg in die M&A-Abt...
2024-10-231h 33Crescat's Live Market CallCrescat's Market Call - October 4th, 2024 CommentaryIn this Tavi Costa solo episode, he discusses key macroeconomic trends, particularly the inflationary impact of labor strikes and rising fiscal spending, which is largely non-growth-oriented. Crescat emphasizes the potential for heightened inflation due to increased global money supply and constrained commodity supplies, particularly in mining and agriculture. Silver is highlighted as a promising investment, as we believe demand is expected to rise due to supply shortages and shifting market dynamics.
0:00 Introduction2:22 Tavi Costa Macro32:17 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn...
2024-10-0433 minCrescat's Live Market CallCrescat's Live Market Call - September 20, 2024 CommentaryFind us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-09-201h 34
Crescat's Live Market CallCrescat's Live Market Call - August 30, 2024 Commentary0:00 Introduction
2:05 Kevin Smith Macro
29:28 Tavi Costa Macro
24:03 Quinton Hennigh Introduction
55:42 Snowline Gold Update
1:10:08 Western Alaska Minerals Update
1:15:14 Rackla Metals Update
1:18:32 Novo Resources Update
1:21:18 Fathom Nickel Update
1:22:28 Cantex Mining Update
1:24:50 Kuya Silver Update
1:27:02 Hannan Metals Update
1:28:59 Condor Resources Update
1:34:20 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence...
2024-08-301h 38Crescat's Live Market CallCrescat's Live Market Call - August 23, 2024 Commentary0:00 Introduction 2:24 Kevin Smith Macro22:33 Tavi Costa Macro
54:05 Quinton Hennigh Introduction1:29:29 Sitka Gold Update1:43:11 Altamira Gold Update1:45:43 Novo Resources Update1:47:04 Barksdale Resources Update1:48:03 Nevada King Update1:50:12 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-08-231h 53Crescat's Live Market CallCrescat's Live Market Call - August 16, 2024 CommentaryKey topics discussed include the rising S&P 500 price-to-book ratio, the growing divide between cheap value stocks and overvalued growth stocks, total known ETF gold holdings, and gold reaching record highs. Additionally, the video addresses the tech sector's overweight position in the S&P 500 and provides updates on the latest mining and exploration news.
0:00 Introduction
1:57 Kevin Smith Macro
17:34 Tavi Costa Macro
42:49 Quinton Hennigh Introduction
1:19:19 Goliath Resources Update
1:21:58 Rackla Metals Update
1:25:25 Novo Resources Update
1:29:35 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
...
2024-08-161h 34Crescat's Live Market CallCrescat's Live Market Call - August 9, 2024 Commentary0:00 Introduction1:55 Kevin Smith Macro18:22 Tavi Costa Macro40:11 Quinton Hennigh Introduction1:04:14 Snowline Gold Update1:13:46 Goliath Resources Update1:15:09 Brixton Metals Update1:25:26 Hannan Metals Update1:28:07 Core Assets Update1:30:53 Altamira Gold Update1:33:55 Juggernaut Exploration Update1:34:54 Maronan Metals Update1:36:22 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-08-091h 42Crescat's Live Market CallCrescat's Live Market Call - August 2, 2024 CommentaryJoin us Crescat's Live Market Call, where we delve into critical market insights. In this commentary, we discuss the overvaluation of stocks like Nvidia, current unemployment numbers, and gold reaching all-time highs. We also review the year-to-date performance of S&P 500 sectors, analyze the yield curve, and examine recent market volatility before providing updates on mining exploration.
0:00 Introduction 2:06 Kevin Smith Macro16:13 Tavi Costa Macro40:21 Quinton Hennigh Introduction1:10:47 Newfound Gold Update1:17:08 Goliath Resources Update1:22:54 Snowline Gold Update1:23:57 Eloro Resources Update1:24:55 Juggernaut Exploration Update1:26:54 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
...
2024-08-031h 31Crescat's Live Market CallCrescat's Live Market Call - July 26, 2024 Commentary0:00 Introduction2:06 Kevin Smith Macro10:26 Tavi Costa Macro38:20 Quinton Hennigh Introduction56:43 Snowline Gold Update1:20:19 Goliath Resources Update1:25:18 Sitka Gold Update1:28:04 Brixton Metals Update1:33:07 Juggernaut Exploration Update1:34:02 Nevada King Update1:36:16 Puma Exploration Update1:37:08 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-07-261h 43Crescat's Live Market CallCrescat's Live Market Call - July 19, 2024 CommentaryDiscussed the anticipated market shift from large-cap growth to small-cap value stocks and highlighted significant declines in semiconductor stocks. The call also included updates on mining projects, particularly positive drilling results at a few junior explorers, indicating promising mineral intrusions.
0:00 Introduction2:03 Kevin Smith Macro13:47 Tavi Costa Macro38:57 Goliath Resources Update57:16 Sitka Gold Update1:06:02 Rackla Metals Update1:07:24 Tectonic Metals Update1:13:32 Fathom Nickel Update1:15:59 Red Pine Exploration Update1:17:32 Nevada King Update1:22:18 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www...
2024-07-191h 23Crescat's Live Market CallCrescat's Live Market Call - July 12, 2024 Commentary0:00 Introduction
1:52 Kevin Smith Macro
10:34 Tavi Costa Macro
42:37 Quinton Hennigh Introduction
1:09:52 Mogotes Metals Update
1:15:28 PJX Resources Update
1:16:19 Intrepid Metals Update
1:21:22 Barksdale Resources Update
1:22:21 BCM Resources Update
1:25:39 Goliath Resources Update
1:26:22 Kingfisher Metals Update
1:27:30 Eskay Mining Update
1:28:47 Newfound Gold Corp Update
1:32:14 Lion One Metals Update
1:34:01 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important...
2024-07-121h 38Crescat's Live Market CallCrescat's Live Market Call - July 5, 2024 Commentary0:00 Introduction2:22 Kevin Smith Macro18:44 Tavi Costa Macro40:48 Quinton Hennigh Introduction48:00 Victoria Gold Corp 1:10:24 Sitka Gold Update1:21:13 Lion One Metals Update1:25:20 Nevada King Update1:27:23 ConclusionFind us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-07-051h 31Crescat's Live Market CallCrescat's Live Market Call - June 21, 2024 CommentaryIncludes updates on Crescat's strategy for helping create new metal deposits and an analysis of the valuation metrics for top S&P 500 stocks, indicating potential overvaluation. Key indicators such as the yield curve steepening are highlighted as recession signals, and the undervaluation of the junior mining industry is emphasized.
0:00 Introduction1:36 Kevin Smith Macro16:31 Tavi Costa Macro42:37 Quinton Hennigh Intro44:07 Magotes Metals Update1:06:36 Yukon Metals Update1:19:27 Snowline Gold Update1:23:37 Altamira Gold Update1:30:54 Intrepid Metals Update1:33:07 Western Alaska Minerals Update1:35:02 Fathom Nickel Update1:37:07 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi...
2024-06-211h 38Crescat's Live Market CallCrescat's Live Market Call - June 14, 2024 CommentaryLooking at long-term inflation expectations, and the overvaluation of different stocks, such as Nvidia. As the tech sector approaches tech bubble levels, and Crescat continues to look at historically cheap small cap holdings specifically within the exploration mining sector.
0:00 Introduction
2:12 Kevin Smith Macro
12:33 Tavi Costa Macro
1:04:13 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-06-141h 06
MicDropMarketsMicDropMarkets Spaces # 23: Let's talk MetalsHost: Tracy Shuchart Guests: Tony Greer and Kevin Smith Tony Greer Tony began his career in the treasury department of Sumitomo Bank then moved on to join Union Bank of Switzerland as an FX and commodities trader. He returned to New York to join J. Aron & Company, the privately held commodity trading arm of Goldman Sachs. Where he managed risk for the Goldman Sachs Commodities Index, in precious and base metals trading, and in futures and options trading on the New York Mercantile ExchangeHe has worked for prop firms and th...
2024-06-091h 01Crescat's Live Market CallCrescat's Live Market Call - June 7, 2024 CommentaryThe US population continues to rise with unemployment. Money supply is outpacing global central bank assets as gold and base metals prices fluctuate. We believe we are at the beginning on a bull market in copper and Crescat is positioned accordingly. From there, Dr. Hennigh takes over to provide updates on our various companies weekly news.
0:00 Introduction
1:37 Kevin Smith Macro
9:41 Tavi Costa Macro
37:49 Quinton Hennigh Introduction
52:36 Goliath Update
59:36 Eskay Mining Update
1:02:46 Core Assets Update
1:09:08 Lion One Metals Update
1:13:02 Nevada King Update
1:15:14 Kingfisher Metals Update
1:20:44 Rackla Metals Update
1:24:00 Onyx Gold Update
1:26:45 Inflection Resources Update
1:32:04 Novo Resources Update
1:33:02 Conclusion
Find us...
2024-06-071h 36Crescat's Live Market CallCrescat's Live Market Call - May 31, 2024 Commentary0:00 Introduction1:38 Kevin Smith Macro11:39 Tavi Costa Macro46:24 Quinton Hennigh Introduction52:18 Bell Copper Update55:14 BCM Resources Update58:57 Barksdale Resources Update1:02:06 Western Alaska Resources Update1:04:25 Fathom Nickel Update1:09:02 Red Canyon Resources Update1:10:23 Novo Resources Update1:12:35 Intrepid Metals Update1:13:59 Harvest Gold Update1:17:38 Red Pine Exploration Update1:19:30 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-05-311h 21Crescat's Live Market CallCrescat's Live Market Call - May 24, 2024 Commentary
Starting with expected rate cuts, other hedge funds
redemption patterns and Crescat’s believed unique opportunity. From there, the
discussion covers golds historical return pattern, what impact AI could have on
investors and global copper production. Finally, Quinton Hennigh takes over to cover
the inflow of cash into the mining sector and updates on Crescat’s news
releasing companies.
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-05-241h 24Crescat's Live Market CallCrescat's Live Market Call - May 17, 2024 CommentaryHere, Kevin highlights our investment strategies focused on undervalued stocks in the mining sector, driven by rigorous evaluation models and expected rises in metal prices. Followed by key insights from Tavi and Quinton, including the global increase in money supply, record-high gold prices, significant potential in emerging markets, and Japan's mining sector.
0:00 Introduction
1:46 Kevin Smith Macro
10:28 Tavi Costa Macro
41:29 Quinton Hennigh Introduction
53:24 Irving Resources
1:21:47 Snowline Gold Update
1:23:27 Intrepid Metals Update
1:25:02 Tectonic Metals Update
1:26:16 Red Pine Exploration Update
1:28:35 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter...
2024-05-171h 30Crescat's Live Market CallCrescat Live Market Call - May 10, 2024 CommentaryCovering macro and activist mining research updates over various topics including inflation expectations, base metals, and open pit vs. block cave mining. Quinton Hennigh highlights the importance of historical comparisons and grade to make informed investments in the exploration mining space.
0:00 Introduction
1:36 Kevin Smith Macro Updates
8:12 Tavi Costa Macro
43:57 Quinton Hennigh Introduction
1:17:11 Onyx Gold Update
1:21:09 Lion One Metals Update
1:23:00 i-80 Gold Update
1:23:35 Red Pine Exploration Update
1:32:52 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence...
2024-05-101h 34Crescat's Live Market CallCrescat's Live Market Call - May 3, 2024 CommentaryThis week's call kicks off with a comparison of gold vs. small-cap explorers, highlighting the number of drills turning at Crescat investments. The team mentions potential opportunities within the Brazilian market and the overvalued US tech sector. Quinton Hennigh provides a detailed breakdown of recent exploration news, displaying a 3D model of prior drilling.
0:00 Introduction
1:29 Kevin Smith Macro
26:03 Tavi Costa Macro
1:11:34 Snowline Gold Update
1:19:54 Intrepid Metals Update
1:24:57 Sitka Gold Update
1:33:27 Altamira Gold Update
1:25:44 Novo Resources Update
1:37:24 Inflection Resources Update
1:40:28 Pacific Ridge Exploration Update
1:44:21 Red Pine Exploration Update
1:46:15 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
...
2024-05-031h 53Crescat's Live Market CallCrescat's Live Market Call - April 26, 2024 CommentaryThis week's conversation covers declining free cash flow estimates for tech giants like Microsoft and Alphabet, high levels of asset managers' net long positioning in US Equity Futures, and potential opportunities in undervalued gold-related stocks on the TSX Venture exchange.
0:00 Introduction
1:36 Kevin Smith Macro
15:06 Tavi Costa Macro
50:32 Quinton Hennigh Introduction
1:03:52 Jex Technologies Introduction
1:21:28 Red Canyon Resources Introduction
1:26:28 Snowline Gold Update
1:28:17 Sitka Gold Update
1:29:25 Newfound Gold Update
1:30:41 Lion One Metals Update
1:32:34 Kuya Silver Update
1:33:42 Red Pine Exploration Update
1:34:39 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter...
2024-04-271h 35Crescat's Live Market CallCrescat's Live Market Call - April 19, 2024 CommentaryDiscusses various topics including valuation of tech stocks, correlation of Bitcoin with NASDAQ, the role of gold as a hedge, concerns over rising Treasury yields, and potential impacts of government fiscal policies on commodity markets and mining prospects. Then Quinton Hennigh takes over to cover recent news from the exploration mining field.
0:00 Introduction
1:41 Kevin Smith Macro
10:13 Tavi Costa Macro
47:45 Quinton Hennigh Introduction
1:11:07 PJX Resources
1:23:54 Altamira Gold Update
1:31:02 Timberline Resources Update
1:33:59 Newfound Gold Update
1:34:47 Puma Exploration Update
1:36:04 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
...
2024-04-191h 39Crescat's Live Market CallCrescat's Live Market Call - April 12, 2024 CommentaryProvides macro and geologic updates on mining research, emphasizing timely news across holdings and advocating for activist investments to help create metal deposits worldwide. The call discusses persistent inflation trends, contrasts them with Fed expectations, analyzes stock positions, and shares insights on gold market performance.
2024-04-121h 34Crescat's Live Market CallCrescat's Live Market Call - April 5, 2024 Commentary0:00 Introduction
1:37 Kevin Smith Macro
16:09 Tavi Costa Macro
42:10 Quinton Hennigh Introduction
1:07:25 Rackla Metals Update
1:12:42 Fathom Nickel Updates
1:17:09 Brixton Metals Update
1:21:47 Newfound Gold Update
1:25:08 Nevada King Update
1:26:40 Red Pine Exploration
1:28:02 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
2024-04-051h 32Crescat's Live Market CallCrescat's Live Market Call - Macro & Activist Mining InvestingCrescat Live Market Call provides updates on macroeconomic trends and geologic developments in the mining industry. The call highlights opportunities in undervalued mining stocks, emphasizes the importance of copper and zinc exploration, and hints at upcoming acquisitions. Crescat plans to capitalize on promising geological discoveries, aiming to expand its resource base and navigate the evolving market landscape.
0:00 Introduction
1:42 Kevin Smith Macro
13:09 Tavi Costa Macro
43:12 Quinton Hennigh Introduction
1:18:41 Sitka Gold Corp Update
1:26:36 Newfound Gold Update
1:28:44 Novo Resources Update
1:30:55 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter...
2024-03-291h 33Crescat's Live Market CallCrescat's Live Market Call - Macro & Activist Mining InvestingCrescat's Live Market Call delves into macro and activist mining research, emphasizing timely updates on geological progress and advocating for mining investments. They highlight concerns about overvaluation in US equity markets, particularly in large-cap growth and tech stocks, and discuss the increasing significance of silver investments globally, citing industrial demand and historical mining opportunities.
0:00 Introduction
1:33 Kevin Smith Macro
22:05 Tavi Costa Macro
43:58 Quinton Hennigh Introduction - Silver Investing
1:30:44 Hannan Metals Update
1:32:21 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https...
2024-03-221h 33Crescat's Live Market CallCrescat's Live Market Call - Macro & Activist Mining InvestingHighlights concerns about market frothiness, particularly in technology and consumer discretionary sectors, and discusses gold and silver market trends, inflationary concerns, and the role of central banks. The call also touches on specific mining companies' activities and exploration updates, emphasizing the importance of management teams and potential investment opportunities for contrarian investors.
0:00 Introduction
1:39 Kevin Smith Macro
16:54 Tavi Costa Macro
55:28 Quinton Hennigh Introduction
1:29:53 Sitka Gold Update
1:33:19 Goliath Resources Update
1:35:21 Labrador Gold Update
1:36:30 Newfound Gold Update
1:40:04 Harvest Gold Update
1:42:33 Lion One Metals Update
1:46:59 Fathom Gold Update
1:48:08 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO...
2024-03-151h 48
Sound Connections#018: FOUNDER: Jørgen Iden - Crescat's Quest to Transform Event ManagementStep into the world of event innovation as Jørgen Iden, founder of Crescat, recounts his move from classical guitar student to tech entrepreneur. Hear how Crescat addresses real challenges in event planning, fosters collaboration at every step, and pursues an entrepreneurial spirit that’s shaping the industry in Norway and beyond.Highlights:Developing Crescat from a music-based entrepreneurial vision.Tackling industry-wide communication challenges with creative solutions.Crescat's growth strategy and entry into new markets.
2023-11-1432 min
Planet MicroCap Podcast | MicroCap Investing StrategiesState of the Junior Mining Market + Tools for the Modern Junior Mining Investor with Tavi Costa (Crescat Capital) / Emily King (Prospector Portal) / Steven De Jong (VRIFY)On the quick trip to Beaver Creek, I had the opportunity to moderate a panel titled, “Tools for the Modern Junior Mining Investor.” Thank you again to the Levental family, Misha and Jessica, for hosting me and for the chance to speak with Tavi, Emily and Steven for a great conversation about the State of the Junior Mining Market, as well as the tools for the modern junior mining investor. We cover everything here at Planet MicroCap and I was grateful to be in-person to get first hand accounts and sentiment in the space.Tavi Costa, Crescat Capi...
2023-09-2642 min
Planet MicroCap Podcast | MicroCap Investing StrategiesState of the Junior Mining Market + Tools for the Modern Junior Mining Investor with Tavi Costa (Crescat Capital) / Emily King (Prospector Portal) / Steven De Jong (VRIFY)On the quick trip to Beaver Creek, I had the opportunity to moderate a panel titled, "Tools for the Modern Junior Mining Investor." Thank you again to the Levental family, Misha and Jessica, for hosting me and for the chance to speak with Tavi, Emily and Steven for a great conversation about the State of the Junior Mining Market, as well as the tools for the modern junior mining investor. We cover everything here at Planet MicroCap and I was grateful to be in-person to get first hand accounts and sentiment in the space.
Tavi Costa, Crescat...
2023-09-2642 min
WTFinanceMacro Regime Shift to Burst Technology Bubble with Tavi CostaInterview recorded - 18th of September, 2023On this episode of the WTFinance podcast I had the pleasure of speaking with Tavi Costa - Partner and Portfolio manager of Crescat Capital.During our conversation we spoke about what Tavi is currently watching, the potential macroeconomic shift, what this means for current portfolio, assets which will perform during this period and more!0:00 - Introduction2:01 - What is Tavi watching in markets?6:44 - Macroeconomic shift that is occurring?11:20 - Are markets underestimating shift or could things go back to norm?18:42 - Why...
2023-09-2241 min
Soar FinanciallyThis Is A Gift! Buy The Dips! | Tavi Costa on Gold & SilverIn this episode of #SFLive, we are speaking with Tavi Costa, Partner & Portfolio Manager at Crescat Capital. We discuss how the current prices of gold & silver, as well as the mining companies, are a gift. What will the FED do next? What impact does the Oil price have?
Guest: Tavi Costa, Partner & Portfolio Manager
Company: Crescat Capital
Twitter: @TaviCosta
#SILVER #GOLD
Tags:
Gold, Gold Price, Finance News, Gold Stocks, Gold Miners, Silver, Silver Price, Silver Squeeze, Silver Investing, Silver Miners, Miners, Mining Stocks, SF Live, Soar Financial, Kai Hoffmann, Gold S...
2022-08-0523 minMining Stock Education#1 Strategy for Junior Mining Speculation with Portfolio Manager Tavi Costa (Crescat Capital)Crescat Capital portfolio manager Tavi Costa reveals the fund’s approach to junior mining speculation, including the #1 thing they look for even more than management’s experience and qualifications. Tavi shared regarding the current opportunity for junior mining speculators: “the beauty of now though, with valuations where they are, is that you are able to find a company with already a discovery hole trading sub-$20mm market cap which is unusual”….“the market is giving us a gift right now to put money to work in things that we believe are, probabilistically-speaking, onto something very interesting.”Tavi is a Member and P...
2022-07-0531 minMining Stock Education#1 Strategy for Junior Mining Speculation with Portfolio Manager Tavi Costa (Crescat Capital)Crescat Capital portfolio manager Tavi Costa reveals the fund’s approach to junior mining speculation, including the #1 thing they look for even more than management’s experience and qualifications. Tavi shared regarding the current opportunity for junior mining speculators: “the beauty of now though, with valuations where they are, is that you are able to find a company with already a discovery hole trading sub-$20mm market cap which is unusual”….“the market is giving us a gift right now to put money to work in things that we believe are, probabilistically-speaking, onto something very interesting.”
Tavi is a Member and Portfolio...
2022-07-0531 min
Wealthion - Be Financially ResilientGold and Silver To Outshine Stocks and Bonds This Year | Tavi Costa, Crescat CapitalAs stocks, bonds, cryptos and nearly every other asset attempt to find a bottom after the past several weeks of painful losses, stung investors are asking: Are there any good investments out there right now?
Investor and analyst Tavi Costa of Crescat Capital returns here in Part 2 of our interview with him to explain why he remains especially bullish right now on gold, silver and their related mining companies. See the YouTube Video for the charts and graphics: https://youtu.be/ndnsATfZVns
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2022-05-131h 00
WTFinanceThe Precious Metals Supercycle with Tavi CostaOn todays episode I was happy to host Tavi Costa , expert in the commodity markets and currently a Portfolio Manager at Crescat Capital . On the podcast we talked about the potential for a commodity super cycle, what Macro Trends are influencing this, how investors can take advantage of the trend and what countries Tavi is focusing on. I hope you enjoy!Tavi is a Member and Portfolio Manager at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment proc...
2022-04-2946 min
Capital LiteratureCrescat Capital Monthly Research LetterCrescat Capital Monthly Research LetterLetter by Kevin C. Smith and Tavi CostaThe Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.Follow @sebidscap and @CapitalLit on Twitter and become part of our community.Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
2022-04-2724 min
The Gold Standard MovementEconomic Geologist - Quinton Hennigh of Crescat CapitalCRESCAT CAPITAL WEBSITE:https://www.crescat.net/BLUE LAGOON RESOURCES WEBSITE:https://bluelagoonresources.com/ℹ️ The links below are to connect to GSG Operations and Social Networks. ℹ️ Using our links generates income and community growth. ℹ️ We will only promote the services and products that we also use ourselves.ℹ️ By joining GSG you get access to a private group of innovators and traders.⭐️ GSG GLOBAL HOMEPAGE - Find new NFTs and learn about GSG:https://www.gsgnft.com⭐️ GSG PATREON GRO...
2022-04-2131 min
Turning Hard Times into Good TimesMaking Money with Crescat CapitalKevin Smith, Tavi Costa and Patrick Highsmith are this week’s guests. Crescat Capital became known to your host when one of the top exploration geologists in the world and a regular guest on this show, Dr. Quinton Hennigh, joined the company as its technical advisor. His job is to assist Crescat in selecting small exploration companies that are in the process of discovering world class mineral deposits. Even before Quinton joined them, Crescat had won a large number of awards as a top hedge fund firm over the past couple of decades. While most firms were suffering large losses ov...
2022-04-0554 min
NewGen MindsetEPI 063 - The World Needs Commodities w/ Tavi Costa (Partner & Portfolio Manager, Crescat Capital)The world will never stop needing commodities. It has its place, and it has been neglected for far too long. We are entering a new environment where value will be the priority. Where free cashflow is expected to significantly rise and is matching market caps that are far greater than the entire commodity space as a whole.
Tavi Costa from Crescat Capital joins us this week to discuss how the current environment of both fiscal and monetary policies will continue to drive commodity prices even higher. Top that with global tensions overseas, creating more uncertainty in...
2022-02-2854 minTurning Hard Times into Good TimesViewing 2022 through the Eyes of Crescat CapitalKevin Smith, Tavi Costa and Quinton Hennigh return. This episode of Turning Hard Times Into Good Times will focus on the macroeconomic views of Kevin Smith and Tavi Costa of Crescat Capital and the views of Dr. Quinton Hennigh regarding some of your host’s favorite gold and silver exploration stocks, including sponsors to this show. As Daniel DiMartino Booth noted, you can be 100% certain that in the new year the Fed will make a policy error because whatever it does, it will wreck havoc on the markets. The Fed cannot raise rates because if it does, something like 20% of Am...
2021-12-2857 minCapital LiteratureCrescat Capital 3Q21Crescat Capital, 3rd Quarter 2021. Letter by Kevin C. Smith & Tavi CostaThe Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.Follow @sebidscap and @CapitalLit on Twitter and become part of our community.Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
2021-11-0727 minTurning Hard Times into Good TimesCrescat’s Macro Economic Case for GoldMichael Oliver and Quinton Hennigh return. Kevin Smith and Otavio “Tavi” Costa visit for the first time. At a time in Western culture when individuals are told to stop thinking and simply follow orders, Kevin and Tavi have demonstrated that if you want to avoid following the lemmings into the sea, using your God given intelligence can allow you to rise far above the norm. Starting with Kevin and his wife Carleu Smith in 1992, the legacy of a highly profitable Crescat Capital began. In 2013 Tavi, another individual thinker, joined Crescat where he has built the company’s macro-economic model. Kevin and Ta...
2021-09-1457 min
Capital LiteratureCrescat Capital 2Q21Crescat Capital, 2nd Quarter 2021.The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.Follow @sebidscap and @CapitalLit on Twitter and become part of our community.Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
2021-09-0910 min
Living Your Greatness#21 Tavi Costa: The Macro, Fundamental and Technical Reasons Have Never Been Better for Precious MetalsTavi Costa is the portfolio manager at Crescat Capital and has been with the firm for 6 years. Tavi built Crescat's macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Tavi's research has been featured in financial publications such as Bloomberg, The Wall Street Journal, CNN, Financial Post, The Globe and Mail, Real Vision, and many more. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi holds a Bachelor of Business Administration that he...
2021-07-0655 min
NewGen MindsetEPI 050 - Macro Dilemma w/ Otavio Costa, Partner & Portfolio Manager, Crescat CapitalThis episode we have a special guest who brings on a Millennial perspective of macro analysis on the current market reality. With us is Otavio Costa, portfolio manager at Crescat Capital. His fine touch with purposefully developed charts on macro themes and trends is very much refreshing and appreciated.
We dig into some macro narratives, bringing us into the issues of inflation and the opportunities found in commodities and metals.
You can find him on Instagram @tavicostamacro
2021-07-021h 01
Sprott Money NewsSprott Money News Ask The Expert March 2021 - Tavi Costa of Crescat CapitalMacro and precious metals analyst Tavi Costa joins us to answer your questions regarding inflation, commodities, gold and silver.
Questions
0:00 - Introduction
1:56 - Whether inflation or deflation is pending
5:01 - How will the latest round of stimulus checks impact the US economy and market
7:59 - Brazilian economy and the Brazilian mining sector
11:17 - Bull market in commodities, and how to forecast and monitor
14:26 - Preferred metal for investment
17:00 - Institutional money flowing in mining sector
20:26 - Important factors to access before investing
24:22 - Outro
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2021-03-1825 min
The Ainslie News PodcastNew Bull Market for Precious Metals – Crescat CapitalAny talk of gold having had its run looks to be missing the fact that the fundamental drivers for its rally are still firmly in play and in most cases increasing. Crescat Capital have just released their latest investor update titled “A New Bull Market for Precious Metals”. They are forthrightly now saying sell ‘richly valued’ shares and buy ‘undervalued’ gold and silver giving 14 compelling reasons why.
View charts and article, shop bullion and coin:
New Bull Market for Precious Metals – Crescat Capital
2020-08-3105 min
L2 CapitalPodcast #33 (A): Fernando Ulrich e Tavi CostaNo episódio de hoje, primeira parte de uma conversa que foi dividida em duas, Marcelo López conversou com Fernando Ulrich, sócio da Liberta Investimentos, e com Otávio Costa, mais conhecido como Tavi, portfolio manager da Crescat Capital.
Tavi começa discutindo sobre os 3 itens que ele e a Crescat estavam acompanhando desde o ano passado: a situação na China, os metais preciosos e a bolha nos mercados internacionais. Ele fala sobre sua expectativa em torno dos estímulos monetários e discorre sobre o impacto disso nos metais preciosos.
Fernando completa...
2020-07-1534 min
Resource Insider PodcastRI QUARANTINED EP13 - Why You Need to Own Gold; Tavi Costa from Crescat Capitalwww.resource-insider.com
***EPISODE 13***
Tavi Costa (Twitter: @TaviCosta) is a macro focused portfolio manager at Crescat Capital. Tavi built the macro model his firm lies upon to identifies the current stage of the US economic cycle. His research has been featured in Bloomberg, The Wall Street Journal, CNN, Financial Post, The Globe and Mail, Real Vision, Reuters.
In this conversation Jamie & Tavi discuss the incredible asymmetric trade we're seeing in the gold space, and why Crescat is extremely bullish on commodities.
Tavi breaks down his research and explains the key indicators he's using to make decisions when deploy fund capital.
...
2020-03-3133 min
My Worst Investment Ever PodcastOtavio Costa – Build a Strong Framework and Respect Liquidity in Any Business CycleOtavio “Tavi” Costa is the portfolio manager at Crescat Capital and has been with the firm for six years. Tavi 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, CNN, Financial Post, The Globe and Mail, Real Vision, and Reuters. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international busines...
2019-12-0931 minL2 CapitalPodcast #21: Tavi Costa - Macro ResearchIn today's episode, Marcelo López talked to Otávio Costa, better known in the financial markets as Tavi Costa. Tavi is a portfolio manager at Crescat Capital and he is responsible for macro research.
Tavi begins by talking about his trajectory in the financial markets and tells us more about Crescat Capital, an American company that manages hedge funds. He has been working for this company for the past 6 years.
Then Tavi talks about the main topics he's looking at right now and gives us an overview of those topics.
Tavi then di...
2019-10-2327 min
The Option Alpha Podcast161: Interview w/ Kevin Smith & Tavi Costa of Crescat CapitalShow notes: http://optionalpha.com/show161As many of our long-time listeners know, over the years I've become increasingly protective and selective with the guests that I invite to come on the show. Truth be told, we get pitched weekly for people looking to expand their reach. Somethings it's just so off the wall and disconnected to trading that I have to laugh. But this isn't the case with today's guests which I'm super excited to bring on for an interview. Kevin Smith and Tavi Costa both generously gave their time to join m...
2019-07-2244 min
The Meb Faber Show - Better Investing#152 - Kevin Smith and Tavi Costa - We Believe We’re In The Early Stages Of A Bear MarketIn episode 152 we welcome Kevin Smith and Tavi Costa of Crescat Capital. Kevin kicks off the conversation with an overview of Crescat’s approach, the long-only strategy, long/short equity hedge fund, and Global Macro Fund.Tavi then gets into high equity market valuations, their macro model that has timed well in backtests with previous market peaks and troughs in the tech and housing bubbles, 15 countries with 30-year bond yields below the Fed Funds rate, and demand for U.S. Treasuries and the U.S. dollar. Kevin follows up with some comments on implementation and expressing these vie...
2019-04-2456 min
The Wall Street Lab#28 Otavio Costa - Global Macro Hege Fund Research, Economic Indicators and Business CycleOtavio Costa has been an analyst on Crescat’s investment team for more than five years with a focus on global cross-asset research. “Tavi” 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 multiple times in financial publications such as Bloomberg, The Wall Street Journal. Tavi is a native of São 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...
2019-04-181h 02