EP019: Where Macro Meets Money and Humanity in Motion. A Market Masterclass
A Double-Header ATOMIQ LEVEL Livestream podcast with two sharp market minds. Two very different vantage points. One conversation serious investors should not miss.
Today on The ATOMIQ LEVEL LIVESTREAM, I’m sitting down with Claudia Quintela and Tavi Costa for a conversation that bridges two worlds most people rarely hear connected this well.
Claudia sees them through the micro lens. (first hour)
Tavi sees markets through the macro lens. (second hour)
One tracks the big forces shaping capital flows, commodities, monetary conditions, and macro regime change. The other understands what actually happens on the ground when managers try to raise capital, build trust, survive scrutiny, and earn allocator conviction.
That is what makes this episode different.
This is not just another market conversation about headlines, hot takes, or surface-level opinions. It is a deeper look at how the broad macro environment and the real-world mechanics of capital formation are colliding right now in ways that matter to investors, fund managers, operators, and serious students of markets.
Watch the livestream below now, and if you are reading this later, the replay will remain right here in this post.
Why this episode matters
Most people consume markets in fragments.
They hear macro without understanding execution.
Or they hear tactics without understanding the larger cycle.
This conversation brings both together with perspectives from 3 continents in one place.
We’ll get into the bigger-picture forces moving through the economy and markets, but we’ll also explore how those forces affect fundraising, investor psychology, positioning, hard assets, conviction, and where capital is actually willing to go.
That means this episode should be especially relevant if you are:
An investor trying to make sense of the current cycle
An operator or entrepreneur allocating capital in uncertain conditions
An emerging fund manager trying to understand how allocators think
Someone who wants more signal and less noise in their market analysis
Meet the guests
Tavi Costa
Founder and CEO of Azuria Capital
Tavi has become one of the more respected macro voices focused on hard assets, capital cycles, commodities, mining, and the structural shifts shaping the next phase of global markets. His work consistently connects the dots between monetary conditions, real asset scarcity, global imbalances, and long-duration opportunity.
From your screenshots, here is the contact and platform info visible for Tavi:
Substack: Tavi Costa
X: @tavicosta
LinkedIn: Otavio “Tavi” Costa
Instagram: @tavicostamacro
Company: Azuria Capital
Claudia Quintela
Founder of The Emerging Manager
Claudia brings the kind of practical, earned perspective that only comes from decades inside institutional finance. With more than 25 years in finance and 14 years on FX trading floors, she now writes and advises around the realities of hedge fund launches, allocator expectations, and the very human side of raising capital and building credibility in a brutally competitive market.
From your screenshots, here is the contact and platform info visible for Claudia:
Substack: Midlife Mavericks
Substack / Publication Mentioned: The Emerging Manager Claudia Quintela
LinkedIn: Claudia Quintela
Why you should tune in
Because this is the kind of episode that can sharpen how you think.
Tavi helps explain the landscape.
Claudia helps explain the players moving through it.
Together, that creates a much more complete picture of what matters now:
Where macro conviction may actually be justified
How allocators separate noise from substance
Why some narratives get funded while others fade
What emerging managers and serious investors often miss
How today’s market backdrop may be changing the rules in both obvious and subtle ways
If you want a smarter read on what is happening in markets right now, and how capital actually behaves when the stakes are real, this is a conversation worth carving out time for.
A quick favor to support this show and these guests
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Also, please take a moment to support both of our guests by subscribing to their Substacks as a thank you for sharing their time, insight, and experience. The best way to reward thoughtful voices is to help them grow.
So while you’re watching live, or after you catch the replay, go show some love to:
For replay viewers
If you are catching this after the livestream, the full replay is embedded above and worth your time.
Watch it through.
Share it with a friend or colleague who follows markets seriously.
Then subscribe to Wealth Matters 3.0 so you get the next one in your inbox.
Because in a world full of market noise, the edge increasingly goes to the people who can connect the micro and the macro before everyone else does.
Yours in health and wealth,
~Chris J Snook