Tavi Costa: AI’s Secret Cost: The Inflation Trap Markets Are Missing

Tavi Costa: AI’s Secret Cost: The Inflation Trap Markets Are Missing

Kitco News, Released on 6/3/26 Is the “Build Phase” of the AI revolution creating a structural inflation shock the market is ignoring? Tavi Costa, Founder and CEO of Azuria Capital, joins Senior Anchor Jeremy Szafron to map out the collision between massive global debt, shrinking physical metal supplies, and the scramble for strategic resources. They […]

Tavi Costa On The Shifting Commodities Landscape

Tavi Costa On The Shifting Commodities Landscape

Monetary Metals, Released on 6/1/26 0:00 — Introduction 1:26 — Why mining stocks are still undervalued 5:10 — Gold miners vs silver miners vs copper 7:55 — Risks to the resource cycle 12:09 — Emerging markets and jurisdiction risk 17:39 — US yields, debt, and rate suppression 20:27 — The dollar milkshake theory is breaking […]

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