TheGladiator(@TheGladiatorHC):Tavi Costa, CEO of Azuria Capital, remains bullish on precious metals and notes that his funds maintain a 65% allocation in silver companies. He believes gold and silver share strong supply and demand fundamentals comparable to copper, while offering better balance sheets, margins, and valuations after recent pullbacks. He also expects interest rates and the U.S. dollar to roll over as the Federal Reserve nears the end of its tightening cycle. In his view, those shifts could provide a powerful catalyst for hard assets as the broader market works through the process of bottoming.

2026.11.01 05:48

Tavi Costa, CEO of Azuria Capital, remains bullish on precious metals and notes that his funds maintain a 65% allocation in silver companies. He believes gold and silver share strong supply and demand fundamentals comparable to copper, while offering better balance sheets, margins, and valuations after recent pullbacks. He also expects interest rates and the U.S. dollar to roll over as the Federal Reserve nears the end of its tightening cycle. In his view, those shifts could provide a powerful catalyst for hard assets as the broader market works through the process of bottoming.