Navigating Market Complexities

Is silver finally ready to explode higher? Crescat Capital’s Tavi Costa joins Wealthion’s Trey Reik to share why he believes silver is entering a powerful new bull market, and why most investors still don’t see it coming. From surging industrial demand for solar and AI infrastructure, to a historic supply crunch and under-the-radar central bank buying, Tavi explains why silver may be the most undervalued macro asset on the planet.

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Tavi also shares:

– Why silver could enter a “discovery phase” that sends it to triple digits

– How Crescat gained 60–70% silver exposure through contrarian acquisitions

– The untold story of Bolivia’s San Cristobal mine Crescat deal

– Why silver’s monetary role hasn’t even kicked in yet

– The macro setup: inflation, stagflation, and the coming dollar breakdown

– What sectors to avoid (hint: the mega-cap “spenders”)

– Where he’s bullish beyond silver: copper, zinc, and energy

Whether you’re a silver bug or a macro investor, this is one of the most insightful commodity interviews of the year.

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Chapters:

01:03 - Is Silver Still the Most Undervalued Metal?

03:49 - Why Did Silver Lag—and What’s Next?

09:05 - Silver’s Demand: Industrial vs Monetary?

13:32 - 100% Capex Expensing—Is That Right?

19:16 - Silver’s Supply–Demand Deficit & Byproduct Constraints

24:06 - Best Ways to Play Silver

27:56 - Names to Research: High-Grade Silver Plays

29:09 - Crescat’s Portfolio Mix: Gold vs Silver

31:04 - San Cristobal: What’s the Story?

35:00 - Exploration Plans: Drilling Aggressively?

37:02 - Beyond Silver: Copper, Uranium, Rare Earths?

39:00 - Zinc Today: Price Context

41:03 - Crescat’s Macro View on Stocks & Bonds

43:42 - ⭐️ Wealthion Golden Nugget: We’re Heading Towards Stagflation

45:50 - Where Not to Be: Sectors to Avoid

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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