Global Macro: Tavi Costa on China, Bullion, & The Trade of the Century

First time guest Tavi Costa joins us for Metals & Markets this week at just the perfect time to talk investments into the 2020s…

Tavi Costa of Crescat Capital interviewed by James Anderson of SD Bullion

Silver and gold close this week a bit higher than last.

The silver spot price is just over $14.60 oz in fiat US dollar terms.

While the spot price of gold is likely to close around the $1,286 oz mark in fully fiat Federal Reserve notes.

The gold-silver ratio remains currently at 88, a more than 26-year high level. The last time the gold-silver ratio hit 90 was in early 1993.

This week we are pleased to welcome a new guest to this bullion podcast. I think you will find his comments on China, the current financial climate, and bullion bullishness insightful.

Tavi Ocosta, from Crescat Capital, will be joining us after this brief message from our show’s sponsor.

Welcome to this week’s Metals & Markets podcast, I am your host James Anderson of SD Bullion.

With us this week, a first time guest to the show, Mr. Otavio Costa, a global macro analyst for Crescat Capital.

Tavi thanks for taking the time, and welcome to the show.

Your background and introduction.

You all’s perspective on gold at the moment?

Other views on possibly other precious metals such as silver, platinum, even palladium.

Bullish gold, there have been fundamental reasons for years to be this way.

Why now especially and timing wise?

What other sectors are you all eyeing and or positioning your investors?

What are your 2020s view on the fiat US dollar versus other major currencies?

Are any fiat currencies other than precious metals that you all deem to be safer havens?

How can people find you, follow your works?

Tavi Ocosta’s twitter handle –

Youtube channel –

Crescat Capital’s quarterly letters –

Thanks again to Tavi and you listeners out there for tuning in.

Until next week.



About the Author/Interviewer

James Anderson has a BA in finance from Loyola University New Orleans. He has both worked and invested in the physical investment grade bullion markets prior to the 2008 global financial crisis.

James’ twitter is @JamesHenryAnd and he has authored SD Bullion’s complementary 21st Century Gold Rush Book.