Dan Dreyfus: America's Critical Minerals Crisis is Here

Dan Dreyfus joins the All-In Podcast to lay out a stark warning about the end of the Capital Light Era and a brewing critical minerals crisis. He explains how underinvestment in commodity production and China's export restrictions are creating severe supply-demand shocks. The conversation covers the staggering copper deficit—where the next 18 years may require as much metal as all of human history—and the fragility of the US electrical grid. Dreyfus also discusses the implications of $140 trillion in global debt, arguing that hard assets will outperform in an environment of currency debasement, and offers a framework for investing in the resulting commodity supercycle.