108|Coronavirus and Value Driven Macro ft. Otavio (Tavi) Costa with Srivatsan Prakash

Tavi Costa is a portfolio manager at Crescat Capital. They’ve consistently beaten the market since 2006. Here we discuss some of his macro views along with some thoughts on what the future holds, along with combining value with macro. Hosted on Acast. See acast.com/privacy for more information.