Hello dear show notes readers!

This week, the rubber meets the road—literally! Sean dives into stories from his travels to industrial sites where rubber is produced, giving a glimpse into the gritty reality of this essential material's manufacturing. Meanwhile, Dan shares insights into how he’s using AI to streamline operations for his online business, exploring how cutting-edge tools can optimize tasks. Along the way, we venture into the fascinating world of memetics, behavioral finance, and the ways AI might just change everything.

Companies Discussed:

• SLB (formerly Schlumberger)
• Michelin
• Bridgestone
• Cabot
• Orion Engineered Carbons
• Parker
• Green Tweed
• Freudenberg 
• CQC (C Quest Capital)
• IBM
• Decker’s
• Crocs 

Books Recommended:

• "The Fourth Turning" by William Strauss and Neil Howe – Referenced in the context of societal cycles and potential future upheavals.
• "Range" by David Epstein – Discussed in the context of generalists versus specialists.
• "The End of the World is Just the Beginning" by Peter Zeihan – Referenced in discussions about global supply chains and geopolitics.
• "The Material World" by Ed Conway – Mentioned in relation to resource management and global economics.
• "The Wisdom of Crowds" by James Surowiecki – Touched upon in the discussion of meme investing and crowd behavior.