Tavi Costa, portfolio manager at Crescat Capital, discusses his outlook on the macroeconomic landscape, mining stocks, and gold with David Lin, Anchor for Kitco News.
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0:00 – Crescat Capital performance
3:50 – Outperforming with mining stocks
6:35 – Long/short strategy
11:20 – Sources of inflation
13:42 – Policies to fight inflation
18:00 – Macro imbalances
19:11 – Stock market outlook
21:30 – Consumer sentiment
22:24 – Asset allocation
24:27 – Tech stocks
25:44 – Equity valuations
27:50 – Mining stocks
#stocks #economy #investing
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