Tavi Costa of Azuria Capital joins Trevor to outline his high-conviction thesis on the three most compelling sectors for the next decade: mining, energy, and Latin American emerging markets. Costa details how overwhelming global debt is driving a cycle of populism and deglobalization, which he views as the core force behind recent geopolitical friction and the resulting energy crunch. The conversation analyzes the "trickle-down" effects of $100 oil, specifically how it serves as a catalyst for a breakout in "lagger" agricultural commodities and creates a social risk through rising inequality. Highlighting his regional edge, Costa argues that Latin America is a "big winner" of the current global instability, offering underexplored resources and extremely low market-cap-to-GDP ratios in countries like Brazil and Argentina. Despite potential demand destruction, Costa remains a staunch copper bull, categorizing the metal as the ultimate bottleneck for the global build-out of AI and automation infrastructure. Finally, the episode explores a contrarian macro outlook where the Federal Reserve may be forced to cut interest rates to manage government debt and defense spending, potentially triggering a significant new round of the debasement trade.

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Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Tavi Costa's Latin American Edge in a Time of Global Instability