Crescat's Live Market Call - November 21st 2025 Commentary
Автор: Crescat Capital
Загружено: 2025-11-21
Просмотров: 3476
Описание:
Join Crescat Capital’s Kevin Smith and Tavi Costa for this week’s Live Market Call as they break down the latest macro signals driving global markets. We discuss Nvidia’s market cap swings, investors holding record-low cash balances, and what the VIX Index versus high-yield credit spreads are telling us about underlying market risk. We also examine the relationship between global central bank assets and money supply growth, highlighting implications for equities and precious metals.
0:00 Introduction
2:09 Kevin Smith Macro
22:10 Tavi Costa Macro
49:12 Quinton Hennigh Introduction
1:15:28 Altamira Gold Update
1:18:11 Goliath Resources Update
1:19:43 Sitka Gold Update
1:21:48 Eloro Resources Update
1:23:23 Tectonic Metals Update
1:26:06 Red Canyon Resources Update
1:28:25 Newfound Gold Update
1:29:31 Norsemont Mining Update
1:31:38 Firefox Gold Update
1:34:00 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence...
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