Energy Inflection Spurs Agricultural Inflation

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Tavi Costa, Co-Founder and CEO, Azuria Capital LLC., argues that gold, silver, and commodities are still early in a long-term bull cycle driven by unsustainable government debt levels, and he is positioning his new fund in mining, energy, and Latin American emerging markets for the next decade.Watch Tavi's last interview with David: https://youtu.be/2kb9pk_G2Dw*This video was recorded on March 2, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TAVI COSTA:X (@TaviCosta): https://x.com/TaviCostaSubstack: https://tavicosta.substack.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:15 - Tavi’s investment themes and the great rotation4:36 - Iran conflict6:49 - Monetary policy10:39 - Hedging the dollar12:31 - Mining stocks and gold18:30 - Brazil20:18 - What’s gold doing next?23:55 - De-dollarization26:25 - Silver27:49 - Retirement31:22 - Miners, copper, energy and the next commodity wave36:28 - Avoiding mistakes and Tavi’s new venture42:52 - Hyperinflation risk and personal wealth protection#gold #economy #investing