All-In with Chamath, Jason, Sacks & Friedberg

Dan Dreyfus: America's Critical Minerals Crisis is Here

Mittwoch, 10. Juni 2026 · 25 min

MP3

Shownotes

() Dan Dreyfus Presents: The Future of Critical Minerals
() America's "Capital Light Era" is over, rapid supply/demand shocks
() Impact of China cutting off the US from critical minerals
() Copper's Rise: The next 18 years need as much as the last 10,000
() Dollar Debasement: $140T in debt and why hard assets win
() The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis
() How to invest in the commodity supercycle
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