The Money MBA Podcast welcomes Otavio “Tavi” Costa of Crescat Capital to the show.
This is Part 1, of a 2 part interview.
Visit http://www.MoneyMBA.com for access to a video recording of the interview and detailed show notes
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Originally recorded Aug 24, 2019
GUEST DETAILS
Guest Name:
Otavio “Tavi” Costa
Professional Experience:
Crescat Capital
Social Media:
Twitter: @TaviCosta
HOST DETAILS
Host Name:
Jon Kutsmeda
Professional Experience:
Best Mortgage Rate .com
Social Media:
Twitter: @JonKutsmeda
Instragram: @JonKutsmeda
Facebook: @JonKutsmeda
YouTube: @JonKutsmeda
SHOW NOTES
- 2:31 – Introduction to Tavi
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3:22 – Current investment themes
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4:40 – Tavi’s journey with Crescat Capital
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7:28 – Global Macro vs. Bottom-Up
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10:26 – Being Contrarian
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13:21 – Diving deeper into the Crescat investment themes
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16:53 – The Fed and the Yield Curve
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19:58 – China is backed into a corner
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29:36 – Banking and Currency Crises: How Common Are Twins?
Twin Crises, a working paper from the Federal Reserve Bank of San Francisco, by Reuven Glick and Michael Hutchison.
https://www.frbsf.org/
https://www.frbsf.org/economic-research/files/wppb99-07.pdf -
33:56 – Foreign Reserves used to defend a currency
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40:10 – China capital account vulnerability
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42:40 – Currency War
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45:04 – The inevitability of recession
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49:39 – Are corporate buybacks sustainable
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56:45 – Identifying the peak of the cycle
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