The Wall Street Lab

#28 Otavio Costa - Global Macro Hedge Fund Research, Economic Indicators and Business Cycle

Informações:

Sinopsis

Otavio Costa has been an analyst on Crescat’s investment team for more than five years with a focus on global cross-asset research. “Tavi” built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured multiple times in financial publications such as Bloomberg, The Wall Street Journal. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish. The topics discussed include: What it is like to be a global macro analyst What Otavio pays attention to when building macro models What economic indicators Otavio uses The current state of the business cycle Otavio’s view on the US