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John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]
My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems.. John has been closely watching China's convergence in robotics, AI, and EVs, and shares his perspective from his recent trip to the country. We talk about the state of energy markets today – the misaligned goals and incentives, the NIMBYism that prevents building in America, and what he actually thinks about the wave of nuclear energy startups that everyone seems excited about. John is also one of the most innovative philanthropists working today, applying that same analytical rigor to diagnosing structural fa
Introduction
PatrickMy guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John says was that he wanted to cultivate and build the best seat in his industry – the seat with the best perspective, with the most information, with the best systems.
What's most interesting about John is after being the most successful energy trader of all time, you could argue that he's gone on to be the most innovative philanthropist as well. John has applied this idea of philanthropy to all different sectors, and what's so exciting about this conversation is it feels like you're talking to a talented entrepreneur or a talented operator in all of these different fields, who's willing to share exactly what him and his team have learned about what makes certain problems manifest across our country.
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