The investment risks posed by resource scarcity

Last reviewed August 31, 2021

Original upload July 1, 2021

Blog summary

Unbridled increases in resources are not realistic, as evidenced by drought conditions, food deserts in urban areas, and entire regions that have been destabilized by a lack of naturally occurring materials. The markets in which we invest, however, reflect the hope of continued growth.

This dissonance creates a collision course between the mathematical possibility of infinite exponential growth and the real world probability that we are, indeed, running out of resources.