About three weeks ago, I sat down with Greg Canavan, of Fat Tail Investment research to give Fat Tail Alliance members an update on the land cycle. With the recent volatility in the markets and weakness in the banks, Greg wanted to know we’ve seen the top of the market?..

All materials needed for renewables must be fabricated and extracted from land. The land cycle sits at the base of all economic cycles.

The other week I caught up with Greg Canavan editorial director of Fat Tail Investment Research, for a deep dive into the land cycle..