Playback speed×Share postShare post at current timeShare from 0:000:00/0:00Paid episodeThe full episode is only available to paid subscribers of Antifragile ThinkingSubscribe to watchRare Earth Elements (REEs)Sajal KapoorSep 11, 2025∙ Paid783ShareListen to this episode with a 7-day free trialSubscribe to Antifragile Thinking to listen to this post and get 7 days of free access to the full post archives.Start trialAlready a paid subscriber? Sign inAntifragile Thinking PodcastSajal Kapoor's SubstackAuthor of 'Framing Business Uncertainty'Twitter @unseenvalueSajal Kapoor's Substack Author of 'Framing Business Uncertainty' Twitter @unseenvalueSubscribeListen onSubstack AppRSS FeedAppears in episodeSajal KapoorRecent EpisodesSkin in the Game & Owner-Operator AdvantageOct 4 • Sajal KapoorValuing the Metals Universe: The Hidden Rare Earth of Fat-TailsOct 2 • Sajal KapoorAT20: Don’t panic, pivot!Sep 29 • Sajal KapoorDonald Trump You're Fired: Pharma Edition!Sep 26 • Sajal KapoorRevolutionising Supply Chains: A Deep Dive into Technology-Enabled LogisticsSep 24 • Sajal KapoorBetting on Promise: a Small-cap, Two Nano-caps, and a Micro-Cap with Visionary LeadershipSep 23 • Sajal KapoorVia Negativa: Chemicals, Autos, Technology/IT, Logistics, TextilesSep 20 • Sajal Kapoor15 Down, 5 to Go: The Road to 20Sep 17 • Sajal Kapoor