Crescat's Live Market Call

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

Description to add when scheduling:Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

0:00 Introduction 3:28 Kevin Smith Macro 17:20 Tavi Costa Macro 50:36 Quinton Hennigh Introduction 51:34 Goliath Resources Update 1:12:26 Eloro Resources Update 1:20:50 Sitka Gold Update 1:24:06 Mogotes Metals Update 1:36:46 Puma Exploration Update 1:38:50 Brixton Metals Update 1:43:57 Red Canyon Update 1:48:12 Juggernaut Exploration Update 1:52:44 PJX Resources Update 1:56:40 Intrepid Metals Upda...

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. 0:00 Introduction 2:59 Kevin Smith Macro 14:12 Tavi Costa Macro 41:41 Quinton Hennigh Introduc...

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.

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

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...

Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/

Key topics discussed include the rising S&P 500 price-to-book ratio, the growing divide between cheap value stocks and overvalued growth stocks, total known ETF gold holdings, and gold reaching record highs. Additionally, the video addresses the tech sector's overweight position in the S&P 500 and provides updates on the latest mining and exploration news. 0:00 Introduction 1:57 Kevin...

0:00 Introduction1:55 Kevin Smith Macro18:22 Tavi Costa Macro40:11 Quinton Hennigh Introduction1:04:14 Snowline Gold Update1:13:46 Goliath Resources Update1:15:09 Brixton Metals Update1:25:26 Hannan Metals Update1:28:07 Core Assets Update1:30:53 Altamira Gold Update1:33:55 Juggernaut Exploration Update1:34:54 Maronan Metals Update1:36:22 Conclusion Find us Online: Website: www.crescat.net Crescat...

0:00 Introduction2:06 Kevin Smith Macro10:26 Tavi Costa Macro38:20 Quinton Hennigh Introduction56:43 Snowline Gold Update1:20:19 Goliath Resources Update1:25:18 Sitka Gold Update1:28:04 Brixton Metals Update1:33:07 Juggernaut Exploration Update1:34:02 Nevada King Update1:36:16 Puma Exploration Update1:37:08 Conclusion Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin...

Discussed the anticipated market shift from large-cap growth to small-cap value stocks and highlighted significant declines in semiconductor stocks. The call also included updates on mining projects, particularly positive drilling results at a few junior explorers, indicating promising mineral intrusions. 0:00 Introduction2:03 Kevin Smith Macro13:47 Tavi Costa Macro38:57 Goliath Resources Update57...

0:00 Introduction 1:52 Kevin Smith Macro 10:34 Tavi Costa Macro 42:37 Quinton Hennigh Introduction 1:09:52 Mogotes Metals Update 1:15:28 PJX Resources Update 1:16:19 Intrepid Metals Update 1:21:22 Barksdale Resources Update 1:22:21 BCM Resources Update 1:25:39 Goliath Resources Update 1:26:22 Kingfisher Metals Update 1:27:30 Eskay Mining Update 1:28:47 Newfound Gold Corp Update 1:32:14 Lion One Me...

0:00 Introduction2:22 Kevin Smith Macro18:44 Tavi Costa Macro40:48 Quinton Hennigh Introduction48:00 Victoria Gold Corp 1:10:24 Sitka Gold Update1:21:13 Lion One Metals Update1:25:20 Nevada King Update1:27:23 ConclusionFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Cresc...

Includes updates on Crescat's strategy for helping create new metal deposits and an analysis of the valuation metrics for top S&P 500 stocks, indicating potential overvaluation. Key indicators such as the yield curve steepening are highlighted as recession signals, and the undervaluation of the junior mining industry is emphasized. 0:00 Introduction1:36 Kevin Smith Macro16:31 Tavi Costa Ma...

Looking at long-term inflation expectations, and the overvaluation of different stocks, such as Nvidia. As the tech sector approaches tech bubble levels, and Crescat continues to look at historically cheap small cap holdings specifically within the exploration mining sector. 0:00 Introduction 2:12 Kevin Smith Macro 12:33 Tavi Costa Macro 1:04:13 Conclusion Find us Online: Website: www.crescat.net...