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

February 9, 2026

AI Summary

5 min read

🎙️ The Voices & The Context

The Format: Primarily a structured interview with host Adam Taggart grilling guest Tavi Costa on commodities, followed by a financial advisory wrap-up with John Lodra from New Harbor Financial.
The Key Players:
- Guest: Tavi Costa, macro/commodities expert, founder of Azuria Capital (ex-Crescent Capital). Famous for prescient commodity calls, elite chartist, and St. Cristobal silver mine grand slam deal.
- Host: Adam Taggart, founder of Thoughtful Money—sharp, probing questioner with personal stakes in mining stocks.
- Advisory Segment: John Lodra, data-driven advisor echoing Tavi's real assets thesis.
The Vibe: Educational & Bullish—intense macro deep-dive with optimism on commodities amid volatility; professional chemistry builds excitement for "generational" opportunities.

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What you'll learn

1 (00:00) **🎙️ Introduction: Tavi Costa**
2 (01:49) **Azuria Capital Launch**
3 (04:37) **St. Cristobal Mine Success**
4 (08:21) **Current Financial Markets & Commodities Overview**
5 (12:47) **Supply/Demand Mismatch in Metals**
6 (15:17) **Mining Market Cap vs. Global Equities**
7 (16:46) **Sovereign & Structural Demand**

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Show Notes

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday'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 formely of Crescat Capital. but now newly running his own show at Azuria Capital.#commodities #gold #oilandgas _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.