Description
Stijn Schmitz welcomes Tavi Costa back to the show. Tavi Costa is the Founder and CEO of Azuria Capital. Tavi outlines a bullish macro view for precious metals, arguing that the recent sell-off in gold and silver presents a compelling accumulation opportunity within a secular bull market. He notes that gold itself is down 25 to 30 percent, while quality producers have corrected 40 to 50 percent, leaving them technically oversold. He favors large, well-established miners such as Agnico Eagle and Newmont as liquid ways to play this window over the next six to twelve months.
Recorded on: July 08, 2026
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Timestamps:
00:00:00 - Introduction
00:00:29 - Current Market Opportunities
00:01:04 - Gold and Silver Outlook
00:02:53 - Finding Quality Opportunities
00:06:55 - Oil & Gas Potential
00:09:30 - Natural Gas Demand Drivers
00:12:07 - Critical Minerals
00:14:50 - Copper Highs & Outlook
00:17:17 - Concluding Thoughts
Guest Links:
X: https://x.com/tavicosta
LinkedIn: https://www.linkedin.com/in/otavio-tavi-costa-76368628
Substack: https://tavicosta.substack.com
Otavio ("Tavi") Costa is the Founder and CEO of Azuria Capital LLC. He invented a macro model that identifies the current stage of the U.S. economic cycle through a combination of 16 factors.
His research is regularly featured in financial publications such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, and Reuters. Tavi is a native of São Paulo, Brazil, and fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and international business at Braservice, a large logistics company in Brazil.
Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.
#PreciousMetals #Gold #Silver #Producers #Miners #Copper #NaturalGas #Oil #CriticalMinerals #Agriculture