Knowledge vs Information
The difference between the emerging and the submerging. The clock is ticking.....
What I discuss here is still regarded as an “emerging investment class”. Where I live and do what I do is called “an emerging nation” and also carries the horrific monicer of “the global south” (cannot believe i actually said that). That naming, pigeon holing and classification is the blindness we will reveal today and the opportunities which exist in the blind spots of the global economy.
I write from the origin, from the other side of the veil. I know that what happens in Southeast Asia now will direct the global economy inside a generation.
I am talking about Indonesia. Most people think Bali is Indonesia and many cannot place it on a map. So to the uninitiated, Indonesia is a decentralised mycelial network of:
17,000 islands
3 time zones
+750 languages
288,000,000 people
+80,000 villages (Desa) organised into
+7,200+ sub-districts (kecamatan) spread across
514 regencies and cities (kabupaten/kota).
Indonesia’s motto is “Unity in Diversity” and at this point I could stream for hours, but that may be for a video another time, here I am setting the scene.
Indo who?
There is no globally renowned Indonesian consumer brand, not in the same league as American or European and yet the household names we all know have a hidden secret;
There is no coffee in Seattle.
Palm oil does not come from Amsterdam.
The arabic spices are not Arabic.
The #1 drink in the USA is coconut water, but this is not made in Soho or the East Village.
The largest FMCG companies on earth trade out of offices thousands of miles from the origin of the thing they sell. The history of this story is a true epic, but I will stay disciplined for this post and keep to my lane, and for centuries (four) this situation has “worked” for those making the coin. BUT that world that “worked” does not exist anymore.
The distance between the tree and the final product is no longer measured in miles. It is now a divergence and it runs on more than one axis.
The world today is on the move. We are moving from money to token and coins to AI. The dystopian mobsters in charge think they have found the magic lamp, AGI (still undefined properly), and they are devouring everything in their path to get it. I saw a short of what i think was a human saying that the big 5 are chasing the $30trn AGI first place prize. Sounds like a lot of money and it will come at a devastating cost, so lets elevate ourselves and fly from the arid deserts of Utah to the dense canopy of what the first sufi mystics who landed on the beach called “Janah”. This meant ‘Heaven” and it was so apt that today we call the largest island “Java”. For it is here that true wealth exists in abundance.
Indonesia holds a form of wealth the trillion-dollar platforms are not built to chase. They cannot see it! If they did they would drop the chips and get into the soil. Nature generates $30trn in value every 10 weeks.
Wealth - The Definition
Wealth is what remains when money is removed. It is what you cannot buy. It is your worth when you have nothing to lean on.
So lets take away the money and see what we have left, and lets start ranking from there:
Population scale.
Soil.
Sun.
Land.
Water - in abundance.
The world will soon have no choice but to privatise water and the threads of daily life as scarcity and mismanagement close in. As the tech bro’s decimate communities and resevoirs in Louisiana and spam our screens with their dopamine laced mediocrity, there is something else going on in the blindspot that gets no attention.
Meanwhile…….
The sovereign powers in SE Asia are making moves of epic significance. Moves which ripple through every portfolio on the planet. Moves which are so subtle that they pass the distracted PM’s myopically studying the regurgitated quarterly nonsense to find the facts to fit the narrative for as long as their tenure holds and the bonus gets fully paid.
Lets start with something super simple. Just three digits.
B50.
Do you know what it means?
If YES, carry on to the next two questions.
If NO, you will now and yes, you are welcome and thanks for reading Natural Capital Trader.
Has your portfolio priced it?
Have you hedged for it?
Do you know how deep this rabbit hole goes?
B50 is one example of what I do and where I operate.
Knowledge is Power, Information is King
Recently this idiom has come under a historic barrage. AI has consumed all knowledge and flattened and homogenised its value. Every phone has access to every piece of information and everyone has access to a phone.
WRONG.
You see, the issue with thinking “Execution is King”, “Context is King” or “Attention is King” is that all roads lead to Rome. The models are taught. Taught by the same people, the same books, the same systems that built the present situation. It is no wonder they hallucinate at the rate they do. These LLM’s are the most educated systems ever created, watching their development consume the only thing that keeps them alive. These machines don’t know sh1t about wealth, let me tell you that now. One time I was debating with Grok about the deforestation in Liberia and honestly, the horse sh1t it fed me was embarrassing, however to it’s credit it did apologise later after this billion dollar chip had been well and truly schooled about how cacao deforestation works. Honestly, it did not even think to check the private jet flight logs from NYC or the un named barges with dead corresponders loading thousands of tonnes of century old mahogany at Monrovia destined to Chy Na. .
Knowledge and Information - Very Very Different Beasts
I work with people who transmit knowledge by resonance and breath.
I make spagyrics and potions using Plants that are not on Wikipedia.
I understand jungle tactics and methodology that return nothing on a Google search.
I am talking about the most precious commodity humanity has and must never lose.
THE FINAL PUBLIC POST
We live in a world drowning in useless information. Wars are being fought over it, rivers die for it, deserts appear from it. BUT KNOWLEDGE, NO.
The Knowledge I am talking about here is the rarest kind. It never leaves the origin in word form, only in economic impact. The thing is, the impact is delayed. Imagine in the middle of the pacific a deep fault line opens. This movement is not felt for thousands of miles radius, it goes out to the few but the storm of mediocrity rages in their distracted cerebral spaces and for those responsible for the impact that is coming, they will not know until everyone else does, and guess what, it is WAY TOO LATE by then.
Knowledge has split.
It is binary now.
A0 - You know what everyone knows, or
B50 - you know what no one knows.
If you got this far, I am guessing the answer is b. If that is the case, here is the first golden thread of knowledge I have for you;
Annual membership holds at $88 for the next 2 people who sign up, then it moves to $188 and every 100 subscribers adds $100 thereafter.
This is not for the masses, so the club doors close at 500.
The next post is a thesis on B50 and the intricate way the amplitude of the tsunami wave is calculated. OH, it is a good one!!
Selamat Datang ke Natural Capital Trader
Matt
Very interested after reading that you questioned deforestation.. but no way will I pay subscription in the thousands. My word!! Disingenuous to talk about natural wealth and then ask for those huge $$$$. Too bad, really. I thought I was landing on a truth treasure.