Kitco NEWS

The Hidden Cost of AI That’s Fueling the Next Inflation Shock | Tavi Costa

June 4, 2026·50 min
Episode Description from the Publisher

Is the "Build Phase" of the AI revolution creating a structural inflation shock the market is ignoring? Tavi Costa, Founder and CEO of Azuria Capital, joins Senior Anchor Jeremy Szafron to map out the collision between massive global debt, shrinking physical metal supplies, and the scramble for strategic resources. They break down why the math behind central bank reserves is shifting, with gold surpassing U.S. Treasuries as a primary reserve asset. Tavi argues this isn't just a political sta...

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