Executive Summary — CapitalCosm Interview with Simon Michaux
Guest: Simon Michaux (Geologist, PhD Engineering)
Host: Danny (CapitalCosm)
Duration: 1 hour 16 minutes
00:00 – 04:30 | Introduction & Framing the Problem
Danny introduces Simon Michaux, emphasizing his background in geology, engineering, and systems analysis. The conversation is framed around metals, energy, and systemic constraints, particularly how current market pricing fails to reflect real-world physical limits.










