Crescat Capital: Global Macro Themes And Value Driven ModelsJacob Wolinsky
ValueWalk's Raul Panganiban interviews Crescat Capital's Kevin Smith And Tavi Costa, discussing their trade of the century idea. In this part, Tavi and Kevin discuss what led them to finance and investing,what working at Crescat like, their focus on global macro themes and value driven models, and finding contrarian ideas.
Raul Panganiban: All right. Yeah, if we can . . .
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