The Current Commodity Supercycle (Paulo Macro)

The Current Commodity Supercycle (Paulo Macro...

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The Ultra Bull Case for Lithium (YJ Lee)

Today we're sharing our conversation with YJ Lee, founder of the Arcane Green Metal Fund, fresh off an incredible 165% return in 2025.YJ breaks down the explosive dynamics driving lithium and silver markets, and why we're only at the beginning of a multi-year commodity supercycle ...  Show more

The Strategic Metals Awakening (Craig Tindale)

Today we’re sharing our conversation with Craig Tindale, author of the widely read “Return to Matter” paper. Craig’s writing captures the fragility of the situation that the West finds itself in, as China’s dominance in the physical world comes home to roost. Be it mineral proces ...  Show more

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