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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Author

- Ytv Market News
- Share-market news writer and analyst with deep experience covering equities, commodities, forex, and cryptocurrencies for readers in the USA, UK, Canada, and Australia. Ytv Market News delivers timely market updates, practical trading insights, and clear explanations of macro and company-level catalysts that move prices. Combines on-the-ground financial reporting with technical analysis, using concise charts and actionable ideas to help investors and traders make smarter decisions.
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