How a modern polycrisis will innovate the future of business

November 22, 2023

Alan joined CEO of Business SA Andrew Kay on the ThirtyNiners Podcast, to discuss the current ploycrisis, and how developing a greater understanding of current and past geopolitical issues, can prepare South Australian businesses for incoming change, and the innovation required to evolve business strategies within this change.

Listen here…

Polycrisis as defined by Alan, is the recognition of multiple ​‘big system’ shaking events that are inevitable key macroeconomic risks facing businesses that inherently influence investment decisions.
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It’s time to raise the stakes in critical minerals contest

May 2, 2023

~ Alan Dupont

As the fossil fuel era fades, critical minerals are set to become the new oil. If not yet ubiquitous, they are the sinews of the emerging green and hi-tech economies.

They are also crucial for defence because they “power the weapons that determine geopolitical primacy”, says security analyst Liam Gibson. Defence needs rare earths for a vast array of applications, including smart bombs, radar, communication systems and advanced fighter aircraft.

This means that they are a strategic asset as well as an economic resource. Only a few minerals have played this role historically.

Silver needed for coinage in ancient times and oil, which still lubricates the wheels of transport and industry, are among them.

The problem for the world is that China has cornered the market in critical minerals, especially the 17 rare earths that are processed into high-value tech metals.
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Investing in a Turbulent World

October 3, 2016

Geopolitics is back, with a vengeance, and needs to be elevated to a first order risk when weighing investment decisions. This is the inescapable conclusion to be drawn from the disconcerting bout of geopolitical volatility that is sweeping the globe from Europe to the Middle East and Asia. Read more

Investment Innovation Institute Insights: Interview with Alan Dupont

May 18, 2016

Flocks of Swans

By Wouter Klijn, May 2016,

The idea of a Black Swan, as popularised by the investor and philosopher Nassim Nicholas Taleb, refers to a highly improbable, but nevertheless devastating event and when it comes to investing Taleb argued that it is likely we will see more of these events than has been the case in the past.
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