Dan Dreyfus: America's Critical Minerals Crisis is Here
6/10/202625 min
(0:00) Dan Dreyfus Presents: The Future of Critical Minerals
(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks
(5:40) Impact of China cutting off the US from critical minerals
(8:18) Copper's Rise: The next 18 years need as much as the last 10,000
(12:00) Dollar Debasement: $140T in debt and why hard assets win
(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis
(19:10) How to invest in the commodity supercycle
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Transcript preview
First 90 secondsChamath Palihapitiya· Host0:00
We've got Dan Dreyfus on the show. He's with Bornite Capital We're gonna be measuring human progress by how much electricity we consume the semiconductor industry, I view that as an industrial or infrastructure company.
Speaker 20:12
I mean, it's effectively a factory. We try to figure out where the world is going, and then we try to figure out what we're gonna need to get there.
Dan Dreyfus· Guest0:21
In the next 10 minutes, I am going to try to teach you about critical minerals, commodities, our incredibly fragile infrastructure here in the US that is gonna require trillions and trillions of dollars of investment if we want to achieve our technological objectives, our reshoring, reindustrialization objectives, and our national security and military objectives. But first, a little bit of history. We are at a very significant inflection point right now in US economic growth and what it's going to look like. Really from the early 2000s until just a few years ago, the US went through effectively what I think was an economic miracle, where we created so much growth, so much market cap, so much value without really having to invest any capital at all. I mean, think of all the companies that were created with no capital. You had Google with the search