Tavi Costa: The Commodity Supercycle Playbook - Brazil, China, Mining Stocks & Latin America
The Contrarian Capitalist Podcast · The Contrarian Capitalist and Tavi Costa
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Show Notes
Today’s podcast guest is Tavi Costa, Founder and CEO of Azuria Capital LLC.
Macro investor and mining entrepreneur, significant investor in the acquisition of San Cristobal Mining, the world’s 4th largest silver mine. Recognized globally for macro research, featured by The Wall Street Journal, Bloomberg, and the IMF.
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NB - Recorded on Tuesday 10th March 2026 PM
Topics covered in this podcast include:
* Tavi’s short, medium and long-term playbook
* Brazil, why the stock market could present a fantastic opportunity, and some key companies to watch out for
* Why Tavi is bullish on commodities, energy and Latin America
* How to safely play Chinese equities
* 3 Mining Companies to have on your radar
* Why Tavi recently moved from Crescat Capital to start Azuria Capital LLC.
* And much more
Contact Information
You can connect with Tavi Costa on Substack
On LinkedIn and also Azuria Capital on LinkedIn
E-mail = [email protected]
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DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.
3 Mining Companies to look out for:
* Snowline Gold Corp. (OTC: SNWGF)
* New Found Gold Corp. (NYSE: NFGC)
* Osisko Development Corp. (TSXV:ODV)
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