# @tastyliveshow on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=RvBTcl-IzMQ
- **Gondola URL:** https://gondola.cc/posts/67717961-tastyliveshow-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/d83654a571.jpg
- **Posted:** 2026-07-14T01:00:19.000+00:00
- **Account Owner:** tastylive (@tastyliveshow) — https://gondola.cc/tastyliveshow

## Caption

Stock market and macro analysis: for the past decade markets rewarded bits over atoms, software over materials, platforms over production. Tavi Costa, founder and CEO of Crescat Capital and a mining entrepreneur who owns a producing silver mine, says that era is ending. He produces silver at $15 an ounce while it trades at $60. Gold fell from $5,600 to $4,000 but he calls it a normal correction in a secular bull market where structural demand from central banks remains intact and CapEx is still historically depressed. The best AI metal is not copper, it is zinc. Decades of underinvestment in mining cannot be fixed in two years. When miners start showing operational leverage with margins better than tech companies, the real rotation begins.

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Chapters
00:00 Bits over atoms for a decade, but that is changing
01:14 The shift is gradual, not sudden
02:43 Deglobalization is a consequence of global leverage
04:03 Cape Shiller at all-time highs: are markets overpaying for digital?
05:10 It takes over a decade to fix decades of underinvestment
05:49 Either a depression or a bottleneck, the bottleneck is more likely
05:54 Miners have struggled to reflect gold strength until recently
06:28 Privately the mine has been a wonderful business
07:10 Public markets are just starting to price operational leverage
09:10 Gold fell from $5,600 to $4,000: is it over?
10:00 Structural demand and supply constraints have not changed
13:04 The Fed will change the inflation calculation
16:21 Institutions chasing rare earth
16:36 The three that matter long term: gold, silver, copper
17:01 Practical signals: miners outperforming metals
19:31 Emerging markets outperforming developed markets 

#tastylive #gold #silver #copper #zinc #mining #realassets #tavicosta #crescatcapital #tradingtrends #macro

tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran.

tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/.

Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request.

tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.

## Stats

- **Views:** 385
- **Likes:** 15
- **Shares:** 0
- **Comments:** 1

## Tags

zinc, silver, macro, crescatcapital, tradingtrends, realassets, mining, gold, tavicosta, copper, tastylive

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