Sign up to save your podcasts
Or
Share TKR056 | Trigger Warning: The Real Commodity Thesis with Tavi Costa on The Kinvestor Report
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
TKR056 | Trigger Warning: The Real Commodity Thesis with Tavi Costa on The Kinvestor Report
🚀 If you're enjoying The Kinvestor Report, why not join our FREE virtual conference, Kinvestor Mining & Energy 2026, on March 26. Register here: https://events.zoom.us/ev/AqZOiYwerf2Kv3TJez8vTvVNTyKMEmr_jp80f3UtIxI9XTeO0zBv~AjcMvRLNwhqxJaLhS97vmj0PZtKmOWEChtO-KYq_OBX18n40Ltpvf9NIzu9uVkohtz9ejZYdukfQvtX174evHwQ94w
In this episode, Arlen is joined by Tavi Costa, Founder and CEO of Azuria Capital and former Partner at Crescat Capital. Tavi and Arlen explore the structural case for a new commodity supercycle, why gold and silver could be entering a multi-year bull phase, how a weakening U.S. dollar may trigger a global capital rotation into Europe and China, and what investors should focus on instead of trying to predict the next market “trigger.”
🔎 Inside this Episode:
🔹 The structural case for a commodity supercycle
🔹 Why gold, silver & energy could lead this decade
🔹 The macro imbalances forcing lower rates
🔹 Dollar weakness & the “Great Rotation” into Europe and China
🔹 Contrarian plays: Chinese equities & European banks
🔹 What the most over-hyped commodity is right now (and what to look at instead!)
🔹 Why the trigger doesn’t matter — the thesis does
🔹 And more!
📌 About Our Guest – Tavi Costa
Tavi is a macro investor and mining entrepreneur, and the Founder and CEO of Azuria Capital. Previously a Partner at Crescat Capital LLC, he built a global following for his macro research and thematic investment frameworks. He is also the founding shareholder of San Cristóbal Mining, formed following the acquisition of the world’s fourth-largest silver mine. Tavi is regularly featured in The Wall Street Journal, Barron's, and Bloomberg, and has presented at the International Monetary Fund.
🎯 Make Smart Moves in 2026!
🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
🔹 Like & Share to help others discover this valuable content
🔹 Hit the Notification Bell 🔔 so you never miss an episode
📲 Connect with The Kinvestor Report:
✅ Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ
✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
✅ Visit Our Website: https://kincommunications.com/kinvestor-network/
🌐 Follow Tavi:
X: https://x.com/TaviCosta
Website: https://azuriacapital.com/
LinkedIn: https://www.linkedin.com/in/otavio-tavi-costa-76368628/
📌 Chapters:
00:00 Intro
01:27 Where are we in the cycle?
05:03 Commodities in big demand
08:41 Tavi's top 3 things to watch
13:00 Cyclical vs Structural trades
14:41 Comparable time in history and where we're headed
17:19 "No excuses not to be billionaires"
18:44 Opportunities outside of gold, silver, copper
22:48 Rapid fire questions
28:31 Outro
🎥 Episode recorded: February 24, 2026
View all episodes
By Kinvestor🚀 If you're enjoying The Kinvestor Report, why not join our FREE virtual conference, Kinvestor Mining & Energy 2026, on March 26. Register here: https://events.zoom.us/ev/AqZOiYwerf2Kv3TJez8vTvVNTyKMEmr_jp80f3UtIxI9XTeO0zBv~AjcMvRLNwhqxJaLhS97vmj0PZtKmOWEChtO-KYq_OBX18n40Ltpvf9NIzu9uVkohtz9ejZYdukfQvtX174evHwQ94w
In this episode, Arlen is joined by Tavi Costa, Founder and CEO of Azuria Capital and former Partner at Crescat Capital. Tavi and Arlen explore the structural case for a new commodity supercycle, why gold and silver could be entering a multi-year bull phase, how a weakening U.S. dollar may trigger a global capital rotation into Europe and China, and what investors should focus on instead of trying to predict the next market “trigger.”
🔎 Inside this Episode:
🔹 The structural case for a commodity supercycle
🔹 Why gold, silver & energy could lead this decade
🔹 The macro imbalances forcing lower rates
🔹 Dollar weakness & the “Great Rotation” into Europe and China
🔹 Contrarian plays: Chinese equities & European banks
🔹 What the most over-hyped commodity is right now (and what to look at instead!)
🔹 Why the trigger doesn’t matter — the thesis does
🔹 And more!
📌 About Our Guest – Tavi Costa
Tavi is a macro investor and mining entrepreneur, and the Founder and CEO of Azuria Capital. Previously a Partner at Crescat Capital LLC, he built a global following for his macro research and thematic investment frameworks. He is also the founding shareholder of San Cristóbal Mining, formed following the acquisition of the world’s fourth-largest silver mine. Tavi is regularly featured in The Wall Street Journal, Barron's, and Bloomberg, and has presented at the International Monetary Fund.
🎯 Make Smart Moves in 2026!
🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
🔹 Like & Share to help others discover this valuable content
🔹 Hit the Notification Bell 🔔 so you never miss an episode
📲 Connect with The Kinvestor Report:
✅ Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ
✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
✅ Visit Our Website: https://kincommunications.com/kinvestor-network/
🌐 Follow Tavi:
X: https://x.com/TaviCosta
Website: https://azuriacapital.com/
LinkedIn: https://www.linkedin.com/in/otavio-tavi-costa-76368628/
📌 Chapters:
00:00 Intro
01:27 Where are we in the cycle?
05:03 Commodities in big demand
08:41 Tavi's top 3 things to watch
13:00 Cyclical vs Structural trades
14:41 Comparable time in history and where we're headed
17:19 "No excuses not to be billionaires"
18:44 Opportunities outside of gold, silver, copper
22:48 Rapid fire questions
28:31 Outro
🎥 Episode recorded: February 24, 2026