In the Company of Mavericks

Jeremy McKeown has fascinating conversations with entrepreneurs who dared to be different.

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January 22, 2026

Silver Confiscation, National Capitalism & the West’s Awakening – Craig Tindale

Is silver's price spike a bubble, or an early warning of government confiscation for AI data centres and military needs? Craig Tindale, Australian investor and essayist, argues the West has lost touch with the physical economy — and national capitalism is our only path back.

In this episode:
• Why Craig sees silver regulation or confiscation coming, or where we rip out solar panels for their silver content. 

• How Western policy has detached from real-world physics
• Lessons from 40 years of upgrading Asian manufacturing, banks & central banks
• Why “national capitalism” is the West’s last hope
• The real economic operating system we’ve forgotten

Timestamps:
0:00 – Intro & Craig’s background
4:44 – The West’s detachment from physical reality
12:24 – Silver: not a bubble, but a strategic signal
20:26 – National capitalism vs globalism
29.04 – Lessons from Asia’s economic transformation
38:03 – Final thoughts & provocative outlook

For information & entertainment only – not financial advice. Always do your own research or consult a professional before investing.

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