Hello Podcast Listeners,

Today is a very special episode with Kevin Smith, CFA, Founder, CEO, and CIO and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. Kevin brings 28 years of investment management experience spanning multiple business cycles. Before founding Crescat, he worked as a wealth advisor at Kidder Peabody. He earned his MBA from the University of Chicago and his Bachelor’s in Economics and German Studies from Stanford. Tavi has been with Crescat for 6 years where he built their macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Before this he worked with the underwriting of financial products and in international business at Braservice, a logistics company in Brazil. He earned his BA in Business Administration with an emphasis in Finance and Spanish from Lindenwood University in St. Louis. In today’s episode we cover the current state and where they find opportunities in the present environment. We discuss their approach and their trade of a century idea.

Enjoy and thanks for the listen!