Tavi Costa of Azuria Capital explains where he's looking to deploy capital right now, mentioning mining, energy and emerging markets.

"When I apply macro analysis into markets, there's a few things that look exceptionally cheap today that could be extremely asymmetric," he said. "Again, I could be wrong in three of them, but if I get one right it's going to go up."

This interview was filmed on March 2, 2026.

0:00 - Intro

1:19 - Inflection point reached

3:04 - Where is gold in cycle

7:10 - Lack of discoveries

9:03 - US dollar and economy

11:33 - Latin America investing

13:55 - Energy opportunities

17:25 - Copper and agriculture

21:04 - How to invest $10,000

25:51 - Outro

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