On todays episode I was happy to host  Tavi Costa , expert in the commodity markets and currently a Portfolio Manager at  Crescat Capital .

On the podcast we talked about the potential for a commodity super cycle, what Macro Trends are influencing this, how investors can take advantage of the trend and what countries Tavi is focusing on.

I hope you enjoy!

Tavi 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 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. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil.

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