Resources
topic on 5 shows · 6 statements across 5 episodes
the Knowledge Project
Capital Allocators
How I Built This
the a16z Podcast
All-In
6 statements about Resources, every show
O'Connor: Australian resources shrunk from 65% of the equity market to 25%
“Resources today represents about 25% of the equity market. If you go back to the late sixties and seventies, resources as a percentage of the Australian market was as much as 65%.”
O'Connor: Deglobalization and sticky inflation are highly bullish for natural resources
“We're in a world with high for longer sticky inflation, certainly a breakdown of the free trade agreements that were happening so easily. Previously, there's a lot of re-onshoring. Unfortunately, we've seen the best of the geopolitical environment from securit…”
Dalio: The profit system alone does not direct resources adequately
“The profit system alone does not direct resources adequately.”
Pichai: Organizations ironically become more conservative as they grow larger
“You know, one of the counterintuitive things is organizations typically tend to become more conservative when they get larger, which is ironic because they have more resources than when they were a smaller company.”
Matt Ridley: Human Innovation Can Continue Indefinitely by Using Fewer Resources
“I think this is probably what I'd tell people, that there's no reason we can't innovate indefinitely, if not infinitely. And people say, well, how can that be? We'll run out of resources. And I'll say no, because half the time these days, we're innovating to u…”