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