Dan Dreyfus: The Next AI Bottleneck is Copper

The episode features Dan Dreyfus of Fortnite Capital, who discusses the United States' critical shift from a capital-light economy to one requiring trillions in infrastructure investment, driven by reshoring, re-industrialization, and AI. He highlights the extreme fragility of US supply chains, particularly regarding critical minerals like copper and silver, and the strategic actions the US government is taking to counter China's dominance in these essential resources. Dreyfus forecasts significant supply shocks in key commodities, potential grid failures, and a resurgence of high-paying craft labor jobs.