When Trump steps on a nail, the world screams in pain.  How can we make sense of one man's ability to shape the world's economies? And how should we prepare? Today's guest is Tavi Costa. Tavi is a Member and Macro Strategist at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, Reuters, Yahoo Finance, Real Vision, and others.  He posts fantastic research to X and I can't think of a better guest to talk about Trump's first 100 days.

The opinions and information shared by Tavi in this conversation are his own and not necessarily those of Crescat Capital. Any Investments discussed may or may not be held by Crescat. Investments cary risk, including the risk of loss.