Wealth Building Blueprint, Released on 4/14/26

In this exclusive interview, I sit down with Tavi Costa, the founder and CEO of Azuria Capital, to discuss the global economy, inflation, commodities, and the impact of the Iran war on financial markets. Tavi shares his outlook on gold, silver, and commodities, explaining why markets may be mispriced and where we are in the current cycle. We also discuss inflation risks, the labor market, interest rates, and why it is becoming increasingly difficult to rely on government data. In addition, we cover mining stocks, oil, copper, agricultural commodities, and why Latin America could emerge as a major winner in this environment. Tavi also breaks down his investing strategy and explains how to identify great opportunities, position portfolios in today’s macro landscape and a lot more.

00:00 – Introduction
01:00 – Iran War, Global Economy, Wake-Up Call & Why Markets Are Mispriced
03:37 – Why Latin America Could Emerge as a Winner
04:11 – Inflation Acceleration & Why It’s Becoming More Difficult to Trust Government Data
07:43 – Labor Market Downturn = Rate Cuts & Higher Inflation? / Currencies & Commodities
09:30 – Commodities: Still a Good Opportunity & Where We Are in the Cycle
11:21 – (Must Watch) Oil, Tavi’s Top Commodity Picks, Mining Stocks & Maturing Debt
17:21 – Gold: A Buying Opportunity?
18:13 – Full Breakdown of Tavi’s Investing Strategy
20:27 – Gold & Silver, Mining Stocks, Latin America, Agricultural Commodities & Aura Minerals
24:48 – Copper Miners
25:18 – Iran War Impact on Gold, Silver & Copper: 12–18 Month Outlook & How to Approach These Markets
29:21 – How to Find Great Investing Opportunities & Buy at the Right Time
31:48 – Unconventional View on the Yen Carry Trade & Rising Japanese Yields

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.

  commodities, gold, investing, mining, silver