Crescat’s Live Market Call – February 14th, 2025 Commentary
February 14, 2025 - Crescat’s Live Market Call – macro edition, featuring @crescatkevin and @TaviCosta. Covering YTD performance by currency, commodity prices, gold prices vs. the cost of mining and more. Then diving into the history of gold equity prices, historical gold takeout prices, and how Crescat is positioned to capitalize on these macro moves. Learn More »
Crescat’s Live Market Call – February 7th, 2025 Commentary
February 7, 2025 - This weeks call covers long-term inflation expectations, the “Magnificent 7”, and gold miners cash flow per share. How does the history of gold compare to the current gold cycle? Then Quinton Hennigh, PhD, jumps in to cover recent updates for the mining world. Learn More »
Crescat’s Live Market Call – January 17th, 2025 Commentary
January 17, 2025 - Looking at macro imbalances in the current market and the overarching disruptive catalysts. Conversation covers oil prices, inflation expectations, and gold vs. 30-year real interest rates. From there, Quinton Hennigh, PhD, takes over to provide updates on the 2025 plans of a few of our junior explorers. Learn More »
Crescat’s Live Market Call – January 3rd, 2025 Commentary
January 3, 2025 - Crescat's Live Market Call featured insights from Kevin Smith (CIO), Tavi Costa (Macro Strategist), and Quinton Hennigh on macro-level investment strategies and 2025 market projections. The team emphasized predicted upcoming trends, and covered our criteria for investing in an exploration mining company. Learn More »
Crescat’s Live Market Call – December 20th, 2024 Commentary
December 20, 2024 - If you are an accredited investor and want to see a research paper that synthesizes all of this and more for Crescat’s private fund clients and qualified prospective clients, please email miwahashi@crescat.net requesting the Mara-a-Lago Accord client letter. Learn More »
Crescat’s Live Market Call – December 6th, 2024 Commentary
December 6, 2024 - This weeks video features detailed market insights and charts, with discussions on resource estimation methods for companies with drill results and projected production metrics in mining operations. Learn More »
Crescat’s Live Market Call – November 22nd, 2024 Commentary
November 22, 2024 - A discussion on market trends, macroeconomic insights, and investment strategies, based on Crescat's expertise and positioning. Learn More »
Crescat’s Market Call – November 8th, 2024 Commentary
November 8, 2024 - Covering charts from Crescat’s recent research letter, this weeks Market Call kicks off with important macro updates from @TaviCosta and @crescatkevin. From there, Dr. Quinton Hennigh provides updates on recent news from exploration companies Crescat invests in. Including Sitka Gold, Western Alaska Minerals, and a newer holding, Electrum Discovery Corp. Learn More »
Crescat’s Market Call – October 25th, 2024 Commentary
October 25, 2024 - A recap on Crescat’s Hedge Fund strategies, investment process and activist metals portfolio. The macro side cover gold and silver opportunities, the utilities sector, and credit spreads. From there, the team transitions into mining sector updates led by Dr. Quinton Hennigh. Learn More »
Crescat’s Market Call – October 4th, 2024 Commentary
October 4, 2024 - In this Tavi Costa solo episode, he discusses key macroeconomic trends, particularly the inflationary impact of labor strikes and rising fiscal spending, which is largely non-growth-oriented. Crescat emphasizes the potential for heightened inflation due to increased global money supply and constrained commodity supplies, particularly in mining and agriculture. Silver is highlighted as a promising investment, as we believe demand is expected to rise due to supply shortages and shifting market dynamics. Learn More »