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Real Vision: Finance & Investing

The Next Big Trade - Tavi Costa Envisions a Bright Future for Precious Metal Exploration

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 15 May 2022

⏱️ 45 minutes

🧾️ Download transcript

Summary

Here's a full-length episode from Real Vision's new original series, The Next Big Trade - be sure to subscribe. Tavi Costa of Crescat Capital LLC, joins Harry Melandri to discuss his bullish case for precious metal mining, particularly in the exploration part of the industry. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Do you hear that?

0:05.5

It might sound like nothing to you, but it's actually the sound of nuclear, wind and

0:10.0

solar energy.

0:11.0

At EDF, we're busy generating more British zero carbon electricity than anyone to help

0:16.8

keep future energy costs down for everyone and help cut UK carbon emissions to nothing.

0:22.6

Sound good to you?

0:24.2

Find out more about our zero carbon generation at EDFenergy.com slash help in Britain.

0:31.4

Hi everyone and welcome to the next big trade.

0:34.2

I'm your host Harry Malandry from MI2 Partners.

0:37.6

On this programme I'll talk to some of the world's foremost traders about current trends in

0:41.2

markets and what they believe is a smart bet.

0:43.9

We'll hear about their career journeys and of course find out what they're targeting

0:47.8

as their next big trade.

0:49.6

Enjoy the show!

0:52.5

A welcome to the next big trade thanks for joining us.

0:56.0

This week I'm talking to Otavio Costa.

0:58.8

Otavio is a portfolio manager of Crescat Capital and has been with the firm for six years.

1:04.5

He built Crescat's macro model that identifies the current stage of the cycle for a combination

1:09.5

of 16 factors.

1:11.2

His research has been featured on Bloomberg, the Wall Street Journal, CNN rotors and

1:15.7

real vision, the important one.

1:17.6

So, Tavio, is it great to call you Paulis Daniel?

...

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