The Grant Williams Podcast: Tavi Costa, Crescat Capital - PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 28 May 2021

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Otavio ‘Tavi’ Costa is the latest guest to grace The Grant Williams Podcast and he brings with him a wealth of knowledge and experience – earned from both from his personal background and his professional journey. Beginning with his childhood in Brazil, Tavi shares the events in his personal life which shaped his worldview and recounts the lessons he learned as his family’s business struggled to mitigate the effects of globalization and the perils of leverage. From there, Tavi shares his views on the current market environment, offers his thoughts on the inflation vs deflation debate and then digs into the precious metals mining sector – explaining why companies long-ignored are likely about to become the focus of many investors’ attention. As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.2	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.7	or speak to a financial advisor if we're putting a dime of your money into these crazy
0:29.7	markets.
0:30.7	You're about to listen to a special preview of the latest edition of the Grant Williams
0:41.9	podcast featuring my very special guest, Otavio Tavi Costa of Crescat Capital.
0:48.0	Tavi and his partner Kevin Smith have taken their macro backgrounds and their keen understanding
0:52.2	of the predicament in which the world's central banks find themselves and they've translated
0:56.1	it into an investment strategy around commodities which they believe will be the beneficiaries
1:00.5	of a secular return to inflation.
1:03.8	Yes, once again, the discussion about whether inflation or deflation is our future refuses
1:09.1	to go away.
1:10.1	And that's just one of the reasons I believe this to be the most important decision that
1:14.7	every investor must make in the months ahead.
1:17.5	So please join me for a fascinating discussion that covers central bank policy, the ramification
1:22.5	of a decade plus of artificially low interest rates and how to insulate your portfolio from
1:27.7	the storm to come with carefully selected precious metal exploration companies and miners.
1:33.7	Every episode of the Grant Williams podcast including the end game, the super terrific
1:37.5	happy hour and the narrative game is available to copper and silver tier subscribers at my
1:42.7	website, Grant-Williams.com.
	...

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