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Craig Tindale
Private investor and materials expert with decades in software, infrastructure, and east–west supply chains; focuses on critical materials, industrial strategy, and investments in technologies like drone reforestation.
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Jan 14, 2026
• 1h 42min
Why the West Can't Defend Itself: How Material Scarcity Is Reshaping the World Order with Craig Tindale
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Craig Tindale, a private investor and materials expert, dives into the vulnerabilities created by decades of offshoring in Western economies. He discusses how low-cost capital favors short-term gains and hampers industrial capacity, emphasizing weakening defense capabilities. Tindale introduces his 'four clocks' framework to illustrate conflicting pressures from consumption, climate urgency, and defense needs. He also addresses AI's role in mining and foresees a shift in labor dynamics as robot ownership rises, pushing society towards resilience and local skills cultivation.
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