Oil, Copper, Zinc: Tavi's Top 3 'No-Brainer' Hard Asset Bets!

Tavi Costa, partner at Crescat Capital, joins "In It To Win It" to deliver a sweeping macroeconomic outlook that spotlights the growing opportunities in commodities and emerging markets. Born and raised in Brazil, Tavi shares how his family's business collapse and a scholarship tennis journey to the U.S. shaped his disciplined, contrarian investment philosophy—rooted in long-term macro trends and value. Costa outlines his core thesis: the weakening U.S. dollar and suppressed interest rates are laying the foundation for a generational rotation into hard assets and non-U.S. equities. He identifies gold, silver, copper, and zinc as top beneficiaries of this shift, driven by global underinvestment in resource development and structural supply deficits. He highlights Brazil and Latin America as key destinations for capital, pointing to his own real estate investments as evidence of conviction. Key themes include Crescat's leveraged buyout of Bolivia's San Cristobal mine—now the world's fourth-largest silver producer—as well as Tavi's bullish views on silver's breakout potential, the role of oil as a hedge for mining operations, and the overlooked opportunity in zinc amid looming infrastructure demand. With the macro setup aligning across commodities and emerging markets, Costa believes the next leg of the cycle is only just beginning.   Connect with Tavi Costa! Website: https://www.crescat.net LinkedIn: https://www.linkedin.com/in/otavio-tavi-costa-76368628/ X: https://x.com/tavicosta   🔥 Key Topics Discussed ✅ Major gold discovery in a historic Alaskan district  ✅ Strong financial position: $13.5M CAD cash, zero debt  ✅ Backed by Alaska's largest native corporation (10% owner)  ✅ Experienced team with $3B in deals and 30M oz discovered  ✅ Alpha Bowl drill intercept: 27 g/t gold, open mineralization  ✅ Near-term catalysts: August drill results, Q1 2026 resource estimate  ✅ Tight share structure: 67M shares, 30% insider/institutional ownership  ✅ Proximity to Donlin Gold's 40M oz deposit (40km)  ✅ Six high-impact targets across a 99,000-acre land package  ✅ Over $2B raised by team in previous ventures    If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!   Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter  Rule Symposium 2025 (Livestream Replay)  Rule Classroom (Free)  Rule Classroom Plus (2 Free Months)  TradingView (Free)  Lobo's Weekly Recap (Free)  Uranium Newsletter    Chapters: 00:00 Introduction and Tavi's Background 02:42 Family Business Collapse and Early Lessons 05:28 Tennis Journey and Move to the US 06:58 Global Macro Outlook and Fiscal Constraints 09:50 Weak Dollar Commodities and Emerging Markets 13:32 Gold to Silver Ratio Historical Trends 16:42 Silver Outlook and Investment Mindset  18:38 Silver vs Housing Market Comparison 21:22 Silver vs S&P and Profit Strategy 26:19 Indicators of a Commodity Cycle Peak 28:40 Copper Breakout and Long-Term Drivers 30:50 Copper to Gold Ratio and Risk Rotation 34:58 Nickel and Onshoring Investment Themes 38:47 Zinc Opportunity and Supply Risks 40:42 Mergers Acquisitions and Junior Miners 44:13 TSX Venture Index and Market Signals 46:16 Major Takeovers vs Junior Miners 48:42 Oil Market Outlook and Positioning 53:32 Oil as Hedge for Mining Margins 54:52 Brazilian Bonds and Yield Potential 01:00:06 China Macro Trends and Dollar Liquidity 01:04:30 Where to Follow Tavi Costa's Work   DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.   #TaviCosta #Gold #Silver #Copper #Uranium #Oil #NaturalGas #Coal #Nickel #IronOre #Platinum #Palladium #Bitcoin #S&P500 #Brazil #China #EmergingMarkets #InItToWinIt #SteveBarton