Uploaded June 2026 | Updated September 2026, 1 week ago
Is the silver rally over? Tavi Costa breaks down the sell-off.
In this conversation, GoldSilver's new host Maggie Lake sits down with Tavi Costa — founder of Azoria Capital — the day after Kevin Warsh's first press conference sent precious metals sharply lower.
Tavi explains why, despite the sell-off, nothing has changed about the structural case for metals — and why the same voices calling Warsh hawkish said the exact same thing about Jay Powell.
You'll learn:
Why the sell-off would have happened anyway — Warsh just made it bigger
Why miners holding up relative to metals is actually a bullish signal
What copper, yields, and the Strait of Hormuz are telling the market
Why the dollar is the one real concern right now
How Tavi personally handled the move — what he trimmed and what he's watching before adding back.
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As always, thank you for your support.
The GoldSilver Team
Is the silver rally over? Tavi Costa breaks down the sell-off.
In this conversation, GoldSilver's new host Maggie Lake sits down with Tavi Costa — founder of Azoria Capital — the day after Kevin Warsh's first press conference sent precious metals sharply lower.
Tavi explains why, despite the sell-off, nothing has changed about the structural case for metals — and why the same voices calling Warsh hawkish said the exact same thing about Jay Powell.
You'll learn:
Why the sell-off would have happened anyway — Warsh just made it bigger
Why miners holding up relative to metals is actually a bullish signal
What copper, yields, and the Strait of Hormuz are telling the market
Why the dollar is the one real concern right now
How Tavi personally handled the move — what he trimmed and what he's watching before adding back.
Buy Precious Metals at: goldsilver.com
Subscribe to our channel: youtube.com/c/goldsilver?sub_confirmation=1
Get Essential Gold & Silver News—Delivered Twice a Week: goldsilver.com/join-our-newsletter
Follow us on Twitter: twitter.com/GoldSilver_com
Follow us on Facebook: facebook.com/GoldSilverDotCom
As always, thank you for your support.
The GoldSilver Team
