Today’s podcast guest is Craig Tindale.

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NB - Recorded on Wednesday 20th May 2026 AM UK time.

Craig Tindale deep dives into:

* Why money has become disconnected from physical reality, and what the growing divide between finance and matter means for the global economy moving forward

* Why overly complex systems and economic models often fail, leading policymakers and institutions toward flawed solutions

* The explosive growth of AI and data centres, and the looming battle for rare earths and critical mineral supply chains

* The “Four Horsemen of the PolyCrisis”: sulphur, naphtha, El Niño and central bank amplification

* Why China’s dominance over mineral processing and supply chains is largely the result of long term Western policy failures

* Why nations may need to simplify systems and return to greater self sufficiency in energy, industry and strategic materials

* The major differences between Western and Chinese financing systems when it comes to building mines, refineries and large scale infrastructure projects

* “Tindale’s Trap,” reserve currency weakness, and how the United States could potentially turn structural vulnerabilities into strategic strengths

* Climate change misconceptions, industrial realities and much more

Contact Information & Posts to Read

Please connect with Craig Tindale on Substack and on X.

You should also read "Critical Materials: A Strategic Analysis " by Craig, on X.

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DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.

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