On EVs, mineral problems, and industrial policy In which a well-timed bit from the Washington Post interrupts a conversation I was already having about battery chemistry... and completely fails to mention the bigger picture!
Risk: Crooked Values Another bevy of philosophically interesting risk management insight from Spitznagel’s book. Part 2.
On Additive Risk Management I’m reading Mark Spitznagel’s new book (Safe Haven) and, as ever, it is proving to be a goldmine. Part 1.
