Crescat's Live Market Call - August 16, 2024 Commentary

Key topics discussed include the rising S&P 500 price-to-book ratio, the growing divide between cheap value stocks and overvalued growth stocks, total known ETF gold holdings, and gold reaching record highs. Additionally, the video addresses the tech sector's overweight position in the S&P 500 and provides updates on the latest mining and exploration news.

0:00 Introduction
1:57 Kevin Smith Macro
17:34 Tavi Costa Macro
42:49 Quinton Hennigh Introduction
1:19:19 Goliath Resources Update
1:21:58 Rackla Metals Update
1:25:25 Novo Resources Update
1:29:35 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/disclosures/