Episode Details
| Title | Doug Burgum, Secretary of the Interior | All-In DC |
|---|---|
| Date | 5/6/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $CRITMIN - The US needs to develop domestic critical minerals capabilities for national security and to reduce dependence on China, presenting a significant opportunity in this sector.
- “We've got examples of companies in America that were mining in America, but there was no process. They were sending that to China and China was doing the refining. Well, now we're in a we're literally in a in a in a war around these critical minerals which we need for defense, and and we don't have a stockpile.” - Doug (45:33)
- 🟢 $LNG - 🔒
- 🟢 $COPPER - 🔒
- 🟢 $ENERGY - 🔒
- 🟢 $NUCLEAR - 🔒