May 19, 2026
Macro analyst Craig Tindale joins Natalie Brunell to break down the "hard bifurcation" — the widening gap between our financial system and the physical world it depends on. From Elon Musk's warning of an imminent electricity shortage to the trillion-dollar AI buildout hitting a wall of copper, transformers, and power, this is a sharp look at why you can't print real-world commodities.
We discuss:
- The paper ledger vs. the material ledger — and why it matters
- Why US defense relies on foreign supply chains
- How China quietly took balance sheet control of Western miners
- The energy and copper crunch slowing the AI boom
Follow Craig: https://x.com/ctindale | https://ctindale.substack.com/
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Natalie's Upcoming Events:
- Strategy is hosting a retail investor Q&A virtually on May 20 at 5pm ET. Submit your questions for Michael Saylor and Phong Le: https://x.com/i/broadcasts/1RJjpzBkEmjKw
- Join us for the biggest Bitcoin conference in Europe at BTC Prague this June 10-13 with a keynote from Michael Saylor, Code HODL for discounted passes: https://btcprague.com/
- The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL
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This podcast is for educational purposes and should not be construed as official investment advice. Ads in this episode are baked-in and may reference promotions or offers that are no longer available at the time of listening.
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