Otavio Costa

Tavi Costa emphasizes the importance of identifying macroeconomic trends, particularly the growing shift towards hard assets like gold amidst global inflationary pressures and geopolitical changes. He points out the rising demand for commodities like copper and the underinvestment in precious met...

Tavi Costa warns of the coming hard landing and breaks down a number of key charts that reveal the real state of the U.S. economy. Costa also gives his gold price forecast, adding that big hedge funds are about to flock back to the precious metals space.

Despite the recent push toward new highs, gold remains severely under-allocated in investment portfolios.

The multitude of macro drivers supporting the onset of another gold cycle is truly remarkable. Amplified by the prevailing skepticism surrounding the metal, we are arguably experiencing the most important time in gold's history.

If the rationale for owning US Treasuries today is solely based on the premise that the system cannot endure substantially higher interest rates, then gold is a far superior choice.

It is fascinating how the gold-to-S&P 500 ratio continues to track its historical performance once again after major distortions across the US Treasury curve. Today's outperformance of precious metals relative to the overall equity market is still in its initial phase.

Relative to M2 money supply, silver remains one of the cheapest tangible assets in markets today.

Gold is in the early stages of becoming the preferred asset among central banks looking to improve the quality of their international reserves.

Clay Finck chats with Tavi Costa about why he believes that now is the time to have exposure to hard assets like gold, silver, & commodities, what the potential catalysts are for gold and silver, how investors can think about the value of gold, the one leading metric that’s most helpful to see wh...

Gold rising as global bonds collapse. Ultimately, central banks will be forced to improve the quality of international reserves in attempt to restore the credibility of fiat currencies.

Game on. Strong move on the gold-to-S&P 500 ratio after retesting its recent breakout.

The gold-to-S&P 500 ratio looks to be breaking out from almost a two year-long downward trend. This is beginning of a move, not the end of one.

Tavi Costa joins Wall Street Silver to explain the lack of investment going into the commodity sector. Underinvestment for many years is leading to a supply cliff for Gold, Silver, Copper and many other commodities. Most of the money is going into unprofitable tech companies. This positions the c...

This chart tells us that either stocks are too expensive or commodities are very cheap despite the recent rise.

Kevin Smith & Tavi Costa make the very compelling case that gold, silver and the precious metals mining companies are poised for tremendous upside ahead, as part of the Great Rotation they see coming.

The Fed is trapped and can't raise rates. Tavi Costa firmly believes commodities, silver and the silver miners are primed to move higher.

Several structural problems in the U.S. could cause a slowdown in economic growth soon, with stagflation hitting and lasting for the next six months, said Tavi Costa, portfolio manager of Crescat Capital.

Precious metals are now at their cheapest levels relative to other commodities since 2009. The other two times this ratio reached such depressed levels also marked incredible buying opportunities.

From a market perspective, there was one important lesson from both 1940s and 1970s periods: At times when investable assets yield less than inflation, owning tangible assets becomes imperative. Commodities were far-and-away the best performing asset class in both of those decades.

An ideal setup. The gold-to-silver ratio looks ready to tumble again. It’s what you would expect in a bull market for precious metals.