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Tavi Costa, Co-Founder and CEO, Azuria Capital LLC., discusses inflation, Federal Reserve constraints, U.S. debt and the dollar, and the changing opportunities across technology, precious metals, emerging markets, mining, and energy.
Watch Tavi’s last interview: https://youtu.be/o3_rq5amtOA
*This video was recorded on July 16, 2026.
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DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.
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0:00 – Market Rotation, Tech and Metals
3:12 – Inflation, Money Supply and Fed Constraints
10:08 – Is Inflation Really Cooling?
16:14 – U.S. Debt and the Dollar
20:52 – Why Latin America Is Attracting Capital
25:04 – Emerging Markets and Commodity Cycles
27:29 – Gold’s Correction and the Long-Term Thesis
32:05 – Copper’s Breakout From Gold
41:06 – Mining Stocks and Energy Opportunities
#gold #economy #investing
Credit to : David Lin