Tavi Costa: The Next Great Commodities Boom Is Just Getting Started. Here’s How To Play It

Adam Taggart | Thoughtful Money, Released on 2/8/26

Today’s guest has been predicting an oncoming boom in the commodity complex for a while now. And increasingly, it’s starting to look like that boom is arriving. If so, how high will it go? And how long will it last? And where may the best opportunities lie for investors? For answers, we turn to macro and commodities expert Tavi Costa formerly of Crescat Capital. but now newly running his own show at Azuria Capital.

Tavi Costa is Co-Founder & CEO of Azuria Capital LLC. He was formerly a partner and portfolio manager at Crescat Capital. Before joining Crescat, he worked with the underwriting of financial products and in 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.

Adam Taggart is the Founder of  Thoughtful Money. He is also Co-Founder and former President of Peak Prosperity. Adam is an experienced Silicon Valley internet executive and Stanford MBA. Prior to partnering with Chris Martenson (Adam was General Manager of our earlier site, ChrisMartenson.com), he was a Vice President at Yahoo!, a company he served for nine years. Before that, he did the ‘startup thing’ (mySimon.com, sold to CNET in 2001). As a fresh-faced graduate from Brown University in the early 1990s, Adam got a first-hand look at all that was broken with Wall Street as an investment banking analyst for Merrill Lynch. Most importantly, he’s a devoted husband and dad.

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