The Money MBA Podcast welcomes Otavio “Tavi” Costa of Crescat Capital to the show.
This is Part 2, 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
Otavio “Tavi” Costa
Best Mortgage Rate .com
- 1:27 – Recessions are lagging indicators
3:30 – Gold and the US Dollar rising together
8:02 – How to play the new gold bull market
11:30 – Timing Recessions
18:28 – Tavi’s “unconventional” approach
22:00 – Should you take possession of physical gold
27:03 – Crypto Currencies
33:24 – Opportunities in Emerging Markets
40:08 – When is it time to dump the U.S. Dollar
46:05 – Debt levels, junk bonds, and market tops
53:56 – The trade of the century and how the average investor can play it.
55:34 – How to connect with Tavi