RSS Amplifier

Podcast

The Atlas Letter

Finding true north in the economic wilderness—for the long-term investor.

lancepieper.substack.comSource feed ↗10 episodes

Live Last read · last published · next check

Written by

Latest episodes

Paid In Atoms

Printed Money Can’t Buy What Doesn’t Exist

The Convergence

Why This Oil Shock Has No Historical Playbook

The Lord’s Portfolio

Feudal Arbitrage

The Material Ledger

Physical Reality is Foreclosing on Financial Promises

Physics over Finance

AI Needs Energy. Energy Needs Infrastructure. Infrastructure Needs Materials. Materials Need Energy.

The Post-War Playbook Returns

All Roads Lead to Gold & Bitcoin

The $3.5 Trillion Gambit

How Bitcoin became America's fiscal weapon

The Energy Bottleneck

Hard Assets for a Soft Grid

The Scarcity Compass

Sound Money Math

The Great Economic Inversion

When Abundance Meets Scarcity