Crescat’s Live Market Call – May 24, 2024 Commentary
Starting with expected rate cuts, other hedge funds redemption patterns and the impact on inflation. From there, the discussion covers golds historical return pattern, what impact AI could have on investors and global copper production. Finally, Quinton Hennigh takes over to cover the inflow of cash into the mining sector and updates on Crescat’s news releasing companies.
0:00 Introduction
1:37 Kevin Smith Macro
10:06 Tavi Costa Macro
35:51 Quinton Hennigh Introduction
53:40 Altamira Gold Update
1:06:25 Sitka Gold Update
1:18:29 Brixton Metals Update
1:19:58 Hannan Metals Update
1:21:28 Kuya Silver Update
1:22:53 Conclusion
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Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/