Pod: The Pet Rock and the Bubble Machine
Housekeeping:
Rethinking Value in an Engineered Economy
6am Friday.
Good Morning
Over the past several weeks, Michael Hartnett has revived his focus on bubbles. His recent work has coincided with my own growing interest in building a forward-looking investment plan. One centered around AI and minerals (specifically those tied to the coming cycle of industrial policy and manufacturing resurgence in the United States).
In this process, I’ve found myself at a crossroads. The core question is simple: Is everything a buy now, if we’re investing for five years out? That includes metals, critical…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.