Latest / The Contrarian Capitalist Podcast

Tavi Costa: The Commodity Supercycle Playbook - Brazil, China, Mining Stocks & Latin America
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…
The skinny
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