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Kai Hoffmann catches up with Crescat Capital partner Tavi Costa to unpack why soaring U.S. interest-to-GDP costs and twin deficits point to a softer dollar, how tariff brinkmanship could reshape global trade, and why copper, gold and silver may be entering explosive new bull phases.#gold #silver #markets ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨💼 Guest: Tavi Costa, Portfolio Manager🏢 Company: Crescat Capital📺 @crescatcapital 𝕏 @tavicosta📅 Recording date: July 10th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: / soarfinancial Website: http://www.soarfinancial.com/Time Stamps (AI Generated)00:00 Intro & why this matters01:05 Twin deficits driving debt spiral04:20 Dollar-devaluation risks07:40 Tariff brinkmanship reshaping trade11:00 Gold & silver bull thesis14:30 Copper shortage meets electrification demand17:00 Pentagon’s rare-earths push20:30 Mining-stock opportunities23:30 Positioning your portfolio26:00 How to hedge macro turmoil28:30 Critical minerals race heats up30:00 Tavi’s top commodity picks32:00 Key takeaways & subscribe**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#SoarFinancially #KaiHoffmann #TaviCosta #CrescatCapital #USDollar #Deficits #InterestRates #Tariffs #Gold #Silver #Copper #RareEarths #MiningStocks #CommodityBull #MacroInvesting #PreciousMetals #HardAssets #RecessionRisk #Inflation #MarketOutlook
3.7
66 ratings
Kai Hoffmann catches up with Crescat Capital partner Tavi Costa to unpack why soaring U.S. interest-to-GDP costs and twin deficits point to a softer dollar, how tariff brinkmanship could reshape global trade, and why copper, gold and silver may be entering explosive new bull phases.#gold #silver #markets ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨💼 Guest: Tavi Costa, Portfolio Manager🏢 Company: Crescat Capital📺 @crescatcapital 𝕏 @tavicosta📅 Recording date: July 10th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: / soarfinancial Website: http://www.soarfinancial.com/Time Stamps (AI Generated)00:00 Intro & why this matters01:05 Twin deficits driving debt spiral04:20 Dollar-devaluation risks07:40 Tariff brinkmanship reshaping trade11:00 Gold & silver bull thesis14:30 Copper shortage meets electrification demand17:00 Pentagon’s rare-earths push20:30 Mining-stock opportunities23:30 Positioning your portfolio26:00 How to hedge macro turmoil28:30 Critical minerals race heats up30:00 Tavi’s top commodity picks32:00 Key takeaways & subscribe**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#SoarFinancially #KaiHoffmann #TaviCosta #CrescatCapital #USDollar #Deficits #InterestRates #Tariffs #Gold #Silver #Copper #RareEarths #MiningStocks #CommodityBull #MacroInvesting #PreciousMetals #HardAssets #RecessionRisk #Inflation #MarketOutlook
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