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Craig Tindale: The AI Crash Nobody is Predicting & When Bitcoin's "Rainy Day" Will Arrive
Macro analyst Craig Tindale joins Natalie Brunell to break down the "hard bifurcation" — the widening gap between our financial system and the physical world it depends on. From Elon Musk's warning of an imminent electricity shortage to the trillion-dollar AI buildout hitting a wall of copper, transformers, and power, this is a sharp look at why you can't print real-world commodities.
We discuss:
The paper ledger vs. the material ledger — and why it matters
Why US defense relies on foreign supply chains
How China quietly took balance sheet control of Western miners
The energy and copper…
The skinny
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