Miners Now Have Tech-Like Margins

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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)

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