Can You Trust the Recession Signals? w/ Tavi Costa

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 16 May 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Maggie Lake is joined by Tavi Costa, portfolio manager at Crescat Capital, to discuss why he believes the U.S. is headed towards a recession, what the Fed will do next to combat inflation, how AI will impact growth, and why certain commodities are setup for a long-term cycle of demand. You can find more of Tavi’s work here: https://www.crescat.net Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	What do you see on the horizon?
0:03.0	Uncertainty or opportunity?
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0:52.0	by now to the top analysis of today's markets.
1:01.0	Are we finally seeing signs of recession?
1:05.0	Hi, everyone.
1:06.0	Welcome to the ReelVision deli briefing with me today is Tavi Costa,
1:10.0	portfolio manager at Crescat Capital.
1:12.0	Hi, Tavi.
1:13.0	It's great to see you.
1:14.0	Hi, Maggie.
1:15.0	Thanks for having me looking forward to this.
	...

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