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MARKETS

Tavi Costa

Portfolio Manager,

Crescat Capital

About Tavi

Tavi Costa is a member and portfolio manager at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat's macro models as part of their thematic investment process. Mr. Costa's research has been featured in financial publications such as Bloomberg, Wall Street Journal, Reuters, Yahoo Finance, Real Vision, and others. Before joining Crescat, Mr. Costa worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil.

Tavi's Videos

In a world where policymakers must inevitably intervene to suppress the cost of debt, irrespective of varying perspectives on the potential effectiveness of such actions, gold would likely emerge as a key monetary asset to own carrying centuries of credibility as hard money. This is particularly relevant today as the valuation of US Treasuries remains historically expensive.


Join Eduardo Garufi, chief executive officer of the largest financial market community and education company SST, and Tavi Costa, portfolio manager at Crescat Capital, for a moderated fireside chat on investing opportunities in emerging markets. As native Brazilians, Mr. Garufi and Mr. Costa can offer a unique perspective on the potential profits - and pitfalls - of investing in larger emerging markets like Brazil, as well as other countries in the Americas. They'll help guide you toward stronger returns in this inflationary era, as well as share some of their favorite EM investments for the rest of 2023 and beyond.

After experiencing the largest government-financed consumption boost in history, household demand for goods and services is poised to fall off a cliff. The US economy simply cannot handle the Fed's continued monetary tightening. This is the onset of a vicious stagflationary environment.