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Podcast: Mining Stock Education
Episode: “Oil Looks Even More Attractive Than Gold Right Now” says Portfolio Manager Tavi Costa
Description: “Oil looks even more attractive than gold right now” says portfolio manager Tavi Costa of Crescat Capital. Tavi Costa shares that even though he expects gold over $2900/oz and silver touching over $40/oz before year-end 2024, he is even more bullish oil and possibly other non-precious metals. A year from now, Tavi sees inflation running significantly higher while the Federal Reserve refuses to rate interest rates. When this happens, metals and commodity prices will run higher, he anticipates. Tavi also reveals Crescat’s approach to portfolio allocation in the mining sector.
Tavi is a Member and Portfolio Manager at Crescat Capital and ha...