Tavi Costa Says Miners Just Got The Discount Serious Investors Wait For

Recorded on June 23 2026 at NRS Studios Andy Millette sits down with Tavi Costa for a wide-ranging Natural Resource Stocks interview on gold, silver, mining stocks, energy, natural gas, Latin America, and the next stage of the hard asset cycle. Tavi explains why he believes recent volatility in gold, silver, producers, developers, and explorers should be judged against fundamentals, not just price action. He discusses why high quality mining businesses may still be generating strong cash flow, how he thinks about buying pullbacks, and why investor discipline matters when markets get emotional. The conversation also moves into energy, natural gas,…