8. Ep. #5 Part 1: Tavi Costa – The Money MBA Podcast

Home » 8. Ep. #5 Part 1: Tavi Costa – The Money MBA Podcast

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

 

Please click here to SUBSCRIBE to the podcast.

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

Jon Kutsmeda .com

Airbnb Financing .com

Money MBA Podcast

 

Social Media:
Twitter: @JonKutsmeda

Instragram: @JonKutsmeda

Facebook: @JonKutsmeda

YouTube: @JonKutsmeda

 

SHOW NOTES

  • 2:31 – Introduction to Tavi
  • 3:22 – Current investment themes

  • 4:40 – Tavi’s journey with Crescat Capital

  • 7:28 – Global Macro vs. Bottom-Up

  • 10:26 – Being Contrarian

  • 13:21 – Diving deeper into the Crescat investment themes

  • 16:53 – The Fed and the Yield Curve

  • 19:58 – China is backed into a corner

  • 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

  • 40:10 – China capital account vulnerability

  • 42:40 – Currency War

  • 45:04 – The inevitability of recession

  • 49:39 – Are corporate buybacks sustainable

  • 56:45 – Identifying the peak of the cycle

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