Crescat Capital: Opportunities in mining stocks and precious metals

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 the macro trade of the century, how they evaluate opportunities in mining stocks and precious metals, Chinese banks and stocks, and shorting Canadian and Australian banks. Q4 2019 hedge fund letters, conferences and more Raul Panganiban: Can you guys go over the macro trade of the century and then lay out the foundations for that trade? Tavi Costa: Happy to, I can probably do that one. So, you know, the macro trade of the century…