Iran War Rocks Markets; Investor Says 3 Sectors Are About To Explode | Tavi Costa

Iran War Rocks Markets; Investor Says 3 Sectors Are About To Explode | Tavi Costa

Author: The David Lin Report March 4, 2026 Duration: 46:11

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Tavi Costa, Co-Founder and CEO, Azuria Capital LLC., argues that gold, silver, and commodities are still early in a long-term bull cycle driven by unsustainable government debt levels, and he is positioning his new fund in mining, energy, and Latin American emerging markets for the next decade.Watch Tavi's last interview with David: https://youtu.be/2kb9pk_G2Dw*This video was recorded on March 2, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TAVI COSTA:X (@TaviCosta): https://x.com/TaviCostaSubstack: https://tavicosta.substack.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:15 - Tavi’s investment themes and the great rotation4:36 - Iran conflict6:49 - Monetary policy10:39 - Hedging the dollar12:31 - Mining stocks and gold18:30 - Brazil20:18 - What’s gold doing next?23:55 - De-dollarization26:25 - Silver27:49 - Retirement31:22 - Miners, copper, energy and the next commodity wave36:28 - Avoiding mistakes and Tavi’s new venture42:52 - Hyperinflation risk and personal wealth protection#gold #economy #investing


The David Lin Report is a news and business podcast for curious listeners who want clear, timely insight into what really moves markets and shapes our world. Hosted by The David Lin Report, each episode dives into the most impactful market-moving events, breaking down complex developments into practical takeaways you can use to better understand finance, economics, science, and technology. Expect in-depth interviews with leading experts, sharp analysis of current events, and nuanced discussions that connect market headlines to broader economic and technological trends. Whether you're a professional, an active investor, or simply interested in how global forces affect everyday life, this show helps you cut through the noise. Tune in and listen episodes that inform, challenge, and expand your perspective on today’s fast-changing landscape.
Author: Language: English Episodes: 100

The David Lin Report
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