4x4 Virtual Salon

Shining a Light on the Hard Asset Supercycle

Sponsored by
Brett Bivens
Brett Bivens
Managing Partner Production Capital
Aishwarya Dahanukar
Aishwarya Dahanukar
Co-Founder at Tangible
Nicolas Colin
Nicolas Colin
Publisher of Drift Signal
Leon Baade
Leon Baade
Co-CEO of 8inks
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4 Topics

An exploration of how shifting economics, capital flows, and innovation are redefining the value and momentum of hard assets in a new industrial era.

Macro Drivers & Structural Trends

We’re going to explore how global economic trends, policy shifts, and market signals are redefining investment and innovation in hard assets.

Supply Constraints, CapEx, and Resource Scarcity

We’ll look at how material shortages, geopolitical realignments, and capital constraints are influencing where and how investment and innovation flow across the global resource landscape.

Production Capital

We’ll look at how financing models, risk strategies, and shifting investor priorities are redefining how hard asset companies raise and deploy capital in the current environment.

Innovation & Technology in Hard Assets

We delve into how technological breakthroughs and fresh investment approaches are accelerating change in hard assets and redefining how startups and established players work together.

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Full transcript

*Disclaimer: The accuracy of this transcript is not guaranteed. This is not investment advice, and any opinions expressed here are the sole opinions of the individuals, not of the institutions they represent.

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