Miners Are Printing Money

Miners are printing money. And the market hasn’t caught up yet.

In this conversation, GoldSilver’s Maggie Lake sits down with Tavi Costa — founder of Azoria Capital — to make the structural macro case for metals from first principles. Not the day-to-day noise. The framework.

The US has two compounding problems: a fiscal deficit driven by interest payments, and a trade deficit that can only be fixed with a weaker dollar. Both point in the same direction for metals — and both work against the new Fed chair’s hawkish posture. Meanwhile, central banks keep buying gold, data centres keep driving copper demand, and mining companies are printing money at these price levels. The fundamentals have never been stronger. The prices don’t fully reflect that yet.

You’ll learn:

Why the US fiscal and trade deficits both point to a weaker dollar — and what that means for metals:

• How central bank gold demand has structurally changed the market
• Why copper is now tied to data centres and AI infrastructure
• Why mining company fundamentals are historically unprecedented
• Why AI is a moat for these companies — not a threat — and why you can’t ask AI to build a mine

Buy Precious Metals at: https://www.goldsilver.com

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As always, thank you for your support. The GoldSilver Team

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Author

Shin JohnYtv 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.