Tavi Costa – A Focus On The Resource and PM Sectors, What Does A Bottom Look Like and What Finally Will Draw Money Into Resources and PMs?
We are very happy to be joined today by Tavi Costa, Portfolio Manager at Crescat Capital. Since this is Tavi’s first time on the show we start by discussing his background in financial markets and what turned his attention to the resource sector back in 2018. We then move to general market comments focused on the continued downtrend in markets and metals. The main topics focus on what will truly mark a bottom for metals and what the main investment narrative for metals is.