Bullish View Across the Commodity Complex

💡Want deeper coverage on gold, silver, miners, and the commodity cycle? Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more (email required): https://wealthion.com/getready

Tavi Costa, co-founder and CEO of Azoria Capital, explains why precious metals and mining stocks are far from their peak despite recent volatility. With silver miners operating at tech-company margins and exploration budgets at a 4-year low, Tavi argues the supply-demand setup points to years of elevated prices. He also makes the case for a substantial US dollar breakdown that could trigger an emerging markets and commodity supercycle. Finally, Tavi shares why he's launching a new fund focused on junior miners with a clear path to cash flow, and why Latin America (where political shifts are reducing jurisdiction risk) is the region where he has the deepest edge.

💡Tavi says mining stocks are at 1% of global equities vs. 12% at cycle peaks, are you allocated for what's coming? Get a FREE portfolio review from Wealthion's endorsed financial advisors and find out: https://bit.ly/3OireE0

💡Looking to add gold or silver exposure after this conversation? Hard Assets Alliance makes it easy to buy physical metals: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

01:25 - Peak or Pause: Did Precious Metals Just Top?  

03:36 - Meme-Stock Money or New Regime: Why the Wild Swings?

07:45 - The Dollar Domino: How Much Does DXY Matter Here?

12:50 - New Fed Chair, Same Outcome: Does Kevin Warsh Change the Dollar Path?

17:13 - Everyone Talks Debasement, Few Own Metals: Is Positioning Still Tiny?

20:27 - Why Aren’t Miners Acting Like It’s a Boom: What’s Blocking Capital?

24:29 - Mining Reputation vs. Today’s Reality: Are Investors Stuck in the Past?

28:00 - Was the Silver Crash “China Liquidation,” or Just Speculative Washout?

30:14 - Beyond Gold and Silver: Are You Bullish the Whole Commodity Spectrum?

32:48 - “High Prices Cure High Prices”: Why That Argument Fails This Time

35:07 - ⭐️Wealthion Golden Nugget: M&A and Is the Real Opportunity in Junior Miners Now?

38:53 - Where to Hunt: Why Latin America (and Which Jurisdictions)

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #Gold #Silver #Mining #PreciousMetals #Commodities #USDollar #EmergingMarkets #LatinAmerica #TaviCosta

________________________________________________________________________

IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices