Jacob welcomes back Tomás Villalón Jr onto the Cognitive Dissidents Podcast. They deliver insights on what elements are truly rare (you’ll have to listen to the podcast to find out which!), why China has such a dominant position in gallium and germanium, and tackle the mania over lithium…before turning a little philosophical and laying out the challenges facing particularly democratic governments in increasing production of critical minerals in the years to come.

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Timestamps:

(00:00) - Intro

(02:00) - What elements are ACTUALLY rare?

(11:00) - Can gallium mining be profitable in the US?

(14:44) - Chinese rare earth export controls (Gallium & Germanium)

(16:44) - Is Lithium just a current boom/bust cycle?

(21:45) - When will the US start approving more domestic mines? Does Democracy gum up our ability to mine freely?

(24:15) - Is China on the cutting edge of mining technology? Can the US catch up?

(27:35) - What are the ramifications of multipolarity on mining?

(31:00) - Is cutting dependence on China all talk? What will disruption look like?

(35:10) - Will PGM controls stall US technological progress?

(37:15) - Vertical integrations of mines into companies (think Tesla)

(38:20) - Semiconductors are beginning to vertically integrate

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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.

This podcast uses the following third-party services for analysis:

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