161: Interview w/ Kevin Smith & Tavi Costa of Crescat Capital
The Option Alpha Podcast
Kirk Du Plessis
4.8 • 1.2K Ratings
🗓️ 22 July 2019
⏱️ 45 minutes
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Summary
Show notes: http://optionalpha.com/show161
As 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 me for an incredible look inside their philosophy and macro models at Crescat Capital, a hedge fund based in Denver Colorado. This is an episode you won't want to miss. In fact, I encourage you to listen to it at least twice to make sure you pick up on all the little details you might have skipped the first time around.
Transcript
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| 0:00.0 | You're listening to the Option Alpha Podcast from Option Alpha.com where we show you how to make |
| 0:06.3 | smarter trades learn how the stock market really works and generate consistent monthly |
| 0:11.2 | income. Now your host and head trader at option alpha.com, Kirk depluses. |
| 0:17.0 | Hey everyone, this Kirk here again from option alpha.com, working every single week to make this the most |
| 0:24.3 | popular investing podcast offered online because it's based on one thing and one thing only and that's |
| 0:29.2 | helping you guys make smarter trades. So again, thank you so much for tuning into today's episode. I am |
| 0:34.0 | super excited to bring two different guests to the podcast today. Kevin Smith and |
| 0:38.6 | Tavia Costa from Kresscat Capital are going to be joining us here in just a little bit. |
| 0:43.6 | And I want to give you a little bit of background on both of these two guys, |
| 0:46.5 | tell you a little bit about what they do, running the hedge fund over at Kresskat. |
| 0:49.8 | And I think what's really cool about this, and many people who listened to show for a long time now for you know multiple years we've been running this |
| 0:55.8 | You know that I'm very protective of bringing on guests to the podcast so we get a lot of people who want to join the podcast every single week and some of the stuff is crazy off the wall stuff. |
| 1:05.9 | I don't even know how they get up enough nerve to kind of just ask if they can join the podcast and be a guest and interviewed for these topics but they do and |
| 1:13.4 | and so I'm very protective of the people who I bring on to this podcast that you |
| 1:17.2 | know kind of ultimately get into your ears and you know get some of your |
| 1:20.8 | attention as well and so I think today's guests are going to |
| 1:23.2 | more than exceed your expectations as far as just an understanding of how they |
| 1:27.1 | look at the markets, how they run their hedge fund, it's going to be really cool |
| 1:30.1 | because we're going to be diving into a bunch of different things just like some narratives |
| 1:33.7 | around the central banks, U.S. stock valuations, the U.S. China trade deal, and Chinese stimulus. |
| 1:40.5 | We're going to be talking about Fed rates and yield curve inversion, sentiment, |
| 1:44.5 | options trades that they've done before and I think one of the coolest things that |
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