Kontrarian Korner #144 - Craig Tindale

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Kontrarian Korner #144 - Craig Tindale

Supply Chain Disruptions, Institutional Hallucinations & Why AI Is Still In The Early Innings

Ben Kelleran

Aug 19, 2026

∙ Paid

Yesterday I had Craig Tindale back on the podcast for a great conversation. We covered supply chains such as naphtha and fertilizers, and why it will take some time to feed into the system. He also l…

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