The Kinvestor Report
The Kinvestor Report
Podcast Description
The Kinvestor Report is your go-to podcast for in-depth insights into the world of investing, with a focus on emerging opportunities in the resource and commodity sectors. Past guests include industry heavyweights like Rick Rule, Lobo Tiggre, Adrian Day, Warren Irwin and Jeff Clark.
Hosted by seasoned industry veteran Arlen Hansen, this series brings you exclusive interviews with thought leaders, market analysts, and industry executives.
Explore actionable strategies, market trends, and expert opinions that help investors stay ahead in a rapidly evolving financial and political landscape. Whether you’re a seasoned investor or just starting your investment journey, The Kinvestor Report equips you with the knowledge and tools to make informed decisions in mining, energy, and resource-based markets.
Tune in to uncover opportunities, gain fresh perspectives, and stay informed about the future of investing.
Podcast Insights
Content Themes
The podcast delves into themes like market trends, investment strategies, and economic analysis, with episodes covering topics such as geopolitical risks impacting commodities, price predictions for copper and gold, and in-depth discussions about junior mining stocks. For instance, recent episodes highlighted the economic dynamics in China and their effects on global commodities, and explored the undervaluation of gold stocks amid rising prices.
The Kinvestor Report is your go-to podcast for in-depth insights into the world of investing, with a focus on emerging opportunities in the resource and commodity sectors. Past guests include industry heavyweights like Rick Rule, Lobo Tiggre, Adrian Day, Warren Irwin and Jeff Clark.
Hosted by seasoned industry veteran Arlen Hansen, this series brings you exclusive interviews with thought leaders, market analysts, and industry executives.
Explore actionable strategies, market trends, and expert opinions that help investors stay ahead in a rapidly evolving financial and political landscape. Whether you’re a seasoned investor or just starting your investment journey, The Kinvestor Report equips you with the knowledge and tools to make informed decisions in mining, energy, and resource-based markets.
Tune in to uncover opportunities, gain fresh perspectives, and stay informed about the future of investing.
🚀 If you’re enjoying The Kinvestor Report, why not join our FREE virtual conference, Kinvestor Mining & Energy 2026, on March 26. Register here: https://events.zoom.us/ev/AqZOiYwerf2Kv3TJez8vTvVNTyKMEmr_jp80f3UtIxI9XTeO0zBv~AjcMvRLNwhqxJaLhS97vmj0PZtKmOWEChtO-KYq_OBX18n40Ltpvf9NIzu9uVkohtz9ejZYdukfQvtX174evHwQ94w
In this episode, Arlen is joined by Tavi Costa, Founder and CEO of Azuria Capital and former Partner at Crescat Capital. Tavi and Arlen explore the structural case for a new commodity supercycle, why gold and silver could be entering a multi-year bull phase, how a weakening U.S. dollar may trigger a global capital rotation into Europe and China, and what investors should focus on instead of trying to predict the next market “trigger.”
🔎 Inside this Episode:
🔹 The structural case for a commodity supercycle
🔹 Why gold, silver & energy could lead this decade
🔹 The macro imbalances forcing lower rates
🔹 Dollar weakness & the “Great Rotation” into Europe and China
🔹 Contrarian plays: Chinese equities & European banks
🔹 What the most over-hyped commodity is right now (and what to look at instead!)
🔹 Why the trigger doesn’t matter — the thesis does
🔹 And more!
📌 About Our Guest – Tavi Costa
Tavi is a macro investor and mining entrepreneur, and the Founder and CEO of Azuria Capital. Previously a Partner at Crescat Capital LLC, he built a global following for his macro research and thematic investment frameworks. He is also the founding shareholder of San Cristóbal Mining, formed following the acquisition of the world’s fourth-largest silver mine. Tavi is regularly featured in The Wall Street Journal, Barron’s, and Bloomberg, and has presented at the International Monetary Fund.
🎯 Make Smart Moves in 2026!
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📲 Connect with The Kinvestor Report:
✅ Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ
✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
✅ Visit Our Website: https://kincommunications.com/kinvestor-network/
🌐 Follow Tavi:
Website: https://azuriacapital.com/
LinkedIn: https://www.linkedin.com/in/otavio-tavi-costa-76368628/
📌 Chapters:
00:00 Intro
01:27 Where are we in the cycle?
05:03 Commodities in big demand
08:41 Tavi’s top 3 things to watch
13:00 Cyclical vs Structural trades
14:41 Comparable time in history and where we’re headed
17:19 “No excuses not to be billionaires”
18:44 Opportunities outside of gold, silver, copper
22:48 Rapid fire questions
28:31 Outro
🎥 Episode recorded: February 24, 2026
Disclaimer
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