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A New Era: WWII-Level US Intervention Sets Tone | Tavi Costa

July 11, 2025
  • Geopolitics
  • Tavi Costa
Soar Financially
By Soar Financially
Soar Financially

Kai Hoffmann catches up with Crescat Capital partner Tavi Costa to unpack why soaring U.S. interest-to-GDP costs and twin deficits point to a softer dollar, how tariff brinkmanship could reshape global trade, and why copper, gold and silver may be entering explosive new bull phases.

#gold #silver #markets

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Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver 
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👨‍💼 Guest: Tavi Costa, Portfolio Manager
🏢 Company: Crescat Capital
📺 @crescatcapital
𝕏 @tavicosta
📅 Recording date: July 10th, 2025

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November 14 & 15, 2025 in Frankfurt, Germany
www.deutschegoldmesse.com 
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Time Stamps (AI Generated)
00:00 Intro & why this matters
01:05 Twin deficits driving debt spiral
04:20 Dollar-devaluation risks
07:40 Tariff brinkmanship reshaping trade
11:00 Gold & silver bull thesis
14:30 Copper shortage meets electrification demand
17:00 Pentagon’s rare-earths push
20:30 Mining-stock opportunities
23:30 Positioning your portfolio
26:00 How to hedge macro turmoil
28:30 Critical minerals race heats up
30:00 Tavi’s top commodity picks
32:00 Key takeaways & subscribe

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#SoarFinancially #KaiHoffmann #TaviCosta #CrescatCapital #USDollar #Deficits #InterestRates #Tariffs #Gold #Silver #Copper #RareEarths #MiningStocks #CommodityBull #MacroInvesting #PreciousMetals #HardAssets #RecessionRisk #Inflation #MarketOutlook

Soar Financially
Soar Financially
At Soar Financially we discuss the macro to understand the micro - an informative, non-pretentious interview format, focused on economic macro trends that are shaping the markets. We speak with global market experts about the US Dollar, FED action, gold & silver & stocks.
View all podcast by Soar Financially

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