Move Over, Big Oil – Here Comes Big Shovel

Jacob welcomes Tomás Villalón Jr. on the podcast to talk about the geopolitics of metals. Tomás is on CI’s Innovation Advisory Board in addition to being CTO & Co-Founder at Phoenix Tailings – which means he will be a repeat guest. In this episode, Jacob and Tomás talk about the geopolitics of metals from the highest levels, setting the stage for future episodes on supply chain disruptions, technological developments, and the future of mining…which for better and for worse is the bedrock of human civilization.

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Timestamps:

(00:00) - Intro

(05:42) - Geopolitics of Mining

(13:30) - Comparing energy and mining?

(15:50) - Future of metals

(17:25) - Will steel continue to be the centerpiece of industrialization?

(18:10) - What minerals are important and why?

(24:10) - Does the US have the capabilities to nearshore our minerals?

(28:30) - Energy supply and security

(31:08) - Grid Reliability

(34:00) - Private/Public partnerships in Big Shovel

(37:00) - Scarcity and Demand

(40:00) - Copper Futures, can we make the shift?

(45:00) - Leaders in copper development

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CI Website: https://cognitive.investments

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Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

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Referenced In The Show:

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Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.

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