{"podcast":{"title":"Macro Hive Conversations With Bilal Hafeez","slug":"macro-hive-conversations-with-bilal-hafeez-524900","podcast_index_feed_id":524900,"rss_url":"https://macrohive.libsyn.com/rss","website_url":"https://macrohive.com/","image_url":"https://static.libsyn.com/p/assets/6/2/d/b/62dbe304c4060ae5/WD_MH_Podcast_Artwork_Final.jpg","author":"Bilal Hafeez","episode_count":326,"summary":"We talk economics and markets with leading policymakers and investors.","last_synced_at":"2026-07-10T18:19:02.441580+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900"},"episode":{"title":"Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience","slug":"ep-350-tomasz-nadrowski-on-china-s-mineral-war-western-supply-chain-gaps-and-global-resilience","published_at":"2026-03-20T10:13:00+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-350-tomasz-nadrowski-on-china-s-mineral-war-western-supply-chain-gaps-and-global-resilience","show_page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900","url":"https://macrohive.libsyn.com/ep-350-tomasz-nadrowski-on-chinas-mineral-war-western-supply-chain-gaps-and-global-resilience","audio_url":"https://traffic.libsyn.com/secure/macrohive/MH_w_NADROWSKInew2.mp3?dest-id=1929056","summary":"Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice President of Business Development at AngloGold Ashanti, then the world's largest gold producer . Tomasz has spent over fifteen years managing commodity and mining equity portfolios for hedge funds and family offices across the U.S., Europe, and Asia. He is f luent in seven languages and a regular contributor to Oxford Analytica . H e combines deep industry knowledge with a strategic understanding of how resources, markets, and power intersect in today's shifting geopolitical landscape. He is also the host of the podcast Tyranny Today. In this podcast, we discuss: Geopolitics vs. the Commodity Cycle China's VAT Rebate and Value-Added Strategy Critical Choke Points: Rare Earths, Graphite, and Gallium Regulatory Roadblocks and the Stigma of \"Dirty\" Mining The Abdication of Western Capital Markets Human Capital Gaps and the \"Octogenarian Engineer\" Problem Geoeconomic Pricing: Disincentivi s ing New Capacity From \"Just-in-Time\" to \"Just-in-Case\" Production Japan's \"House of Brick\" Model for Resilience The Mineral War and the \"Soul\" of AI A Shift Toward Oligopolistic Competition","meta_description":"Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice Presi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2944,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-350-tomasz-nadrowski-on-china-s-mineral-war-western-supply-chain-gaps-and-global-resilience/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-350-tomasz-nadrowski-on-china-s-mineral-war-western-supply-chain-gaps-and-global-resilience.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}