Tavi Costa Predictions

Portfolio Manager at Crescat Capital

Track Tavi Costa's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

19 forecasts 19 pending

Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
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19 forecasts

Person Subject Forecast* Source Date Deadline** Outcome

Tavi Costa Inflation Rate Inflation is likely to stay higher for longer

See quote

[1:58] I do think that inflation is is likely to stay higher for longer.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Kitco NEWS 2026-03-31 2027-03-31 pending

Tavi Costa Interest Rates Rates are going to go substantially lower

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[12:58] I think that there is a a very important macro trade, if you will, that is emerging here, that could be quite significant, which is basically betting that rates are going to go substantially lower.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Kitco NEWS 2026-03-31 2027-03-31 pending

Tavi Costa Copper Copper is about to break out in a big way

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[28:12] I think copper is about to break out in a big way.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Kitco NEWS 2026-03-31 2027-03-31 pending

Tavi Costa Gold Countries will move towards using gold as a currency through a gold standard or backing their currencies with gold

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[21:44] we're going to see most likely a big move towards in my view um you know comp countries starting to use gold uh as a currency either through a gold standard uh fix uh you know a fixed state of their currency with gold um backing gold in in a certain way with with their fiat currencies.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Kitco NEWS 2026-03-31 2031-03-31 pending

Tavi Costa Energy Sector Energy prices will remain elevated going forward

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[5:34] energy is unlikely to be cheap going forward. That's going to likely also have a a shift on inflation.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-03-03 2027-03-03 pending

Tavi Costa Interest Rates Interest rates will be lowered substantially

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[7:25] We got to lower rates. There's no way around it. And you know the economy requires that rates need to be lower.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-03-03 2027-03-03 pending

Tavi Costa Inflation Rate Inflation will increase as policymakers want to grow out of debt through inflation

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[8:37] I I think it's going to happen. I I think it sort of does not this is why I'm very sort of sympathetic with the idea that we're going to see more inflation because that's going to drive inflation and I do think they want inflation

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-03-03 2027-03-03 pending

Tavi Costa Mining Sector Mining sector will continue its long-term upward trend over the next several years with potential 20-30% pullbacks being normal volatility

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[13:39] I think we're in the very early stages of that. you know you may see some volatility that would be normal 20 30% pullback yeah sure that's normal that would probably happen now the direction of the trade the direction of the investment thesis I think it's long and it's got long legs in my view

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-03-03 2031-03-03 pending

Tavi Costa Silver Silver prices will reach triple digits (over $100)

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[27:04] I I I think we're going to see silver prices establish itself in triple digits.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-03-03 2031-03-03 pending

Tavi Costa Gold Metal prices will remain elevated for the next 5 to 10 years

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[27:42] I actually think that you know prices of metals are going to be elevated for the next 5 to 10 years.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-03-03 2036-03-03 pending

Tavi Costa US Dollar The US dollar will weaken as interest rates fall

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[25:55] you're going to have a scenario most likely where rates go lower and the dollar goes lower.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-03-03 2031-03-03 pending

Tavi Costa Energy Sector Energy stocks will rise explosively following the pattern of gold and copper miners

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[35:16] Because historically always does and I think I like to bet on history and when I see the price of derivatives like call options are not Yeah. you know, reflecting the the the possibility of that happening because as you can see, it's it's actually quite explosive what we tend to see.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-03-03 2027-03-03 pending

Tavi Costa Agricultural Commodities Agricultural commodity prices including corn and cocoa will rise following energy price increases

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[36:08] Once energy starts inflecting, you see natural gas, diesel prices, all that going up. You're going to see ammonia prices going up. You're going to see fertilizers going up. Eventually, what do you see? Corn prices going up, cocoa going up. All these things are going to go up in price

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-03-03 2028-03-03 pending

Tavi Costa Silver Silver will not remain at $40 an ounce when interest rates are lowered significantly by 2026

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[0:00] I think we're going to lower rates in a big way. I don't think silver prices would be here at $40 an ounce in that environment.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-09-10 2026-12-31 pending

Tavi Costa Construction Spending Construction spending will double from 7% to 14% of GDP

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[6:12] construction is running at about 7% of GDP. We could see double of that amount.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-09-10 2030-12-31 pending

Tavi Costa US Dollar The US dollar will go significantly lower over the next 3-5 years

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[15:52] I think there's a very plausible case to be made that the dollar needs to go a lot lower in the next 3 to 5 years.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-09-10 2029-09-10 pending

Tavi Costa Emerging Markets Capital flows will switch from US markets to emerging markets, especially Latin America, which will be one of the biggest beneficiaries

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[11:24] I firmly believe that while a lot of folks are f are paying attention to the corruption and all the differences we have in emerging markets, you know, those structural problems are not going to change. What's going to happen is the capital flows that are exhausted already into the US markets is likely to start uh uh switching and and coming into especially Latin America where I think it's going to be one of the biggest beneficiaries.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-09-10 2030-09-10 pending

Tavi Costa Gold Gold will reach $5,000 within the next 5 years

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[26:40] I think we can see double that in in the next uh in the next 5 years... I think we can see why not 5,000 gold prices in 5 years from now

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-09-10 2030-09-10 pending

Tavi Costa Interest Rates Interest rates will be lowered significantly by 2026

See quote

[32:01] 2026, as you asked me the question, I think we're going to um you know, unavoidably lower rates in a big way.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2025-09-10 2026-12-31 pending