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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