Otavio Costa

Otavio Costa, a portfolio manager at Crescat Capital, shares his insights on the precious metals sector. He discusses the rising demand for gold and silver, emphasizing the importance of CAPEX in the industry. Otavio contrasts gold's historical significance with contemporary economic challenges, urging investors to rethink asset allocations. He also delves into the inflation super cycle and its impact on mining costs, highlighting the importance of selecting quality management teams and exploring junior explorers in this evolving market.