I got a chance to sit down with the CIO of Crescat Capital Management, Kevin Smith, in a wide ranging interview about the economy, the markets, interest rates and the forward risks to investors in the months ahead.
Crescat is a global macro asset management firm which deploys value-driven models to develop tactical investment themes. Their mission is to protect and grow wealth by capitalizing on the most compelling macro themes of our time. Their aim for high absolute and risk-adjusted returns over the long term with low correlation to benchmarks has paid off as they were among the best performing hedgefunds this year.
Get more information on Crescat Capital
Why The US Can’t Decouple From The Rest Of The World
Why US Credit Issues Are Due To A Hamstrung Fed
Are Fed Rate Hikes The First Whiff Of A Financial Crisis
The Importance Of Being Tactical In A Downturn
Lance Roberts is a Chief Portfolio Strategist/Economist for RIA Advisors. He is also the host of “The Lance Roberts Podcast” and Chief Editor of the “Real Investment Advice” website and author of “Real Investment Daily” blog and “Real Investment Report“. Follow Lance on Facebook, Twitter, Linked-In and YouTube
Customer Relationship Summary (Form CRS)