Tavi Costa - Gold and Silver Discoveries Declining
SBTV spoke with Tavi Costa, Partner and Portfolio Manager at Crescat Capital, about where we are in the precious metals cycle and insights into the gold and silver mining industry. Gold and silver discoveries are declining and both metals have never been a more compelling investment case today.
Discussed in this interview:
01:43 Precious metals cycle
09:24 Are we finding more gold and silver?
12:15 Impact of increasing mergers and acquisitions in the precious metals industry
15:04 Are gold and silver miners oversold?
18:51 No love for silver?
22:22 Fighting inflation
26:37 Gold front-running inflation in the real economy
30:36 The rising dollar
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