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PlusLive

Unprecedented: A Relative Term - Live with Tavi Costa

Featuring Tavi Costa

July 17 at 3:00PM • 57 minutes

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Unprecedented: A Relative Term - Live with Tavi Costa

Tavi Costa guides viewers through a number of high conviction macro views he believes are currently playing out.

Featuring Tavi Costa

July 17 at 3:00PM • 57 minutes

To say that we live in uncertain times would be an understatement. The use of the term “unprecedented” has become ubiquitous in financial reporting -- and for good reason. The level of fiscal and monetary policy responses to the coronavirus crisis have literally never been seen before. However, the unprecedented nature is in magnitude, not occurrence. As Sir John Templeton said, “The four most expensive words in the English language are 'It’s different this time.'” We’ve been here before, and macro investors in particular make it their business to identify shifts in long term trends and turn them into money. To this end, Tavi Costa, portfolio manager at Crescat Capital, will be joining us this week to explain why he holds high conviction views on three distinct themes: China's credit and currency bubble, the downturn of the global economic cycle, and lastly, what he regards as a once in a lifetime opportunity to buy precious metals. Show More

Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

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Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

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