EPI 050 - Macro Dilemma w/ Otavio Costa, Partner & Portfolio Manager, Crescat Capital

from NewGen Mindset · host Dan Kozel and Nic Tartaglia

This episode we have a special guest who brings on a Millennial perspective of macro analysis on the current market reality. With us is Otavio Costa, portfolio manager at Crescat Capital. His fine touch with purposefully developed charts on macro themes and trends is very much refreshing and appreciated. We dig into some macro narratives, bringing us into the issues of inflation and the opportunities found in commodities and metals. You can find him on Instagram @tavicostamacro

Episode metadata supplied by the publisher feed · Published Jul 1, 2021

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EPI 050 - Macro Dilemma w/ Otavio Costa, Partner & Portfolio Manager, Crescat Capital

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