Incrementum AG

Advisory Board Call – Q1 2024

With great pleasure, we inform you of the release of our 2024 Q1 Advisory Board Call: Finding Value in Gold and Mining Stocks via Active Management - with Tavi Costa.

Dear valued clients, friends, and colleagues,

 

We hope this message finds you in good health and spirits.

 

With great pleasure, we inform you of the release of our 2024 Q1 Advisory Board Call: Finding Value in Gold and Mining Stocks via Active Management – with Tavi Costa.

 

Tavi is a Macro Strategist at Crescat Capital and shares a wealth of information on the following topics:

  • The trifecta of Macro/Micro imbalances
  • Inflation expectations
  • Risk Assets
  • Emerging Markets vs. Industrialized Economies.
  • Gold!
  • Incrementum’s new fund and its strategy.
  • Where to look for value in small caps.

 

Here you find the recorded Video of the Call:

Q1 2024- Advisory Board Call Transcript

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