Strategic Investment Insights: Focusing on Earnings to Minimize Losses

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.

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