Chapter
Investing in Natural Resources
44:56 - 49:31 (04:34)
The speaker emphasizes the importance of investing in poorly understood regions, such as India, to gain control over natural resources, which can provide a strategic advantage in the market. He also highlights that considering the inputs required for production can be more valuable than only assessing energy costs in different countries.
Clips
The speaker emphasizes the importance of conducting geographical surveys to understand natural resources in different regions.
44:56 - 48:14 (03:18)
Summary
The speaker emphasizes the importance of conducting geographical surveys to understand natural resources in different regions. He stresses the relevance of considering inputs, especially in critical parts of the energy supply chain, and investing in places that control poorly understood natural resources.
ChapterInvesting in Natural Resources
EpisodeE112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The deglobalization trend has led to more sophisticated decision making among Western economies, such as transfer pricing, which allows them to compete with China even at zero energy.
48:14 - 49:31 (01:16)
Summary
The deglobalization trend has led to more sophisticated decision making among Western economies, such as transfer pricing, which allows them to compete with China even at zero energy. Additionally, game theory is being used to slow China down by embargoing the most sophisticated equipment in the semiconductor industry to balance the playing field and create jobs for Western economies.