Tavi Costa sees opportunity in gold miners, but warns costs will rise
KNKitco NEWSYouTube channel
AI · systemfrom the 23:42 video
Tavi Costa argues that the metals selloff offers a longer-term opportunity in gold and silver miners, citing strong balance sheets, margins and valuations. In this Kitco NEWS interview, recorded October 29 and published October 30, he favours patient allocation over calling an immediate bottom. He also expects rotation away from technology, sees scarce mineral assets as a competitive advantage and remains constructive on Brazil. Rising mining costs and further near-term losses remain risks.
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