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. Q4 2019 hedge fund letters, conferences and more Raul Panganiban: All right. Yeah, if we can just begin with your backgrounds and what led you to finance and investing? Kevin Smith: Sure, I’ll start. So my background I grew up in the San Francisco Bay Area. I went to Stanford…
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