The Great Simplification with Nate Hagens

This episode was recorded Tuesday, June 9th, before the current 'deal' was floated. Given world events, we decided to post this episode immediately as a special release, and deal or not, this conversation is an excellent overview of the issues and stakes of this evolving situation. In a media environment constantly contradicting itself, with every side proclaiming the advantage for themselves, the reality of what's happening in the Middle East gets lost amidst the day-to-day headlines. But for analysts who have been monitoring the underlying trends of the geopolitical gameboard for years, the direction is clear: the conflict over the Strait of Hormuz will likely not fully resolve within the next few months. If we truly accept the consequences of this, how will our global economy – built on interconnected supply chains and cheap energy – adapt to a geopolitical order fracturing before our eyes? In this episode, Nate is joined by Michael Every, Global Strategist at Rabobank, for an unflinching analysis of the Hormuz crisis and the fundamental principles pointing toward the Strait's closure for several more months. Michael walks through multiple scenarios – a TACO (Trump Always Chickens Out), NATO military action, Chinese intervention behind the scenes – and explains why none of them offer an easy exit. The conversation expands to explore what this crisis means for the future of global energy trade, the emergence of rival production blocs, the collapse of demand-side macroeconomics, and the surprising potential for a more equitable world to emerge from the chaos. If the Strait of Hormuz remains closed or mostly closed into September, which countries hit their breaking point first, and will the order in which they break fundamentally change the balance of geopolitical power? How does everyday life change when price signals stop working and access is defined by availability rather than cost? And if this crisis truly accelerates the fracturing of our hyper-connected, globalized world into polarized blocs of energy and production, how might the disruption, for better or worse, shake up nearly a century of the macroeconomic theory that has shaped every part of our lives? (Conversation recorded on June 9th, 2026) About Michael Every: Michael Every is a Global Strategist at Rabobank with over two decades of experience. He analyzes major financial developments and contributes to the bank's various economic research publications. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London. Show Notes and More Watch this video episode on YouTube Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie. --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Hylo channel and connect with other listeners

This week's Frankly is part three of the series How to Think About the Future. Today, Nate builds a framework for understanding the pathways that connect today's choices to tomorrow's realities. Drawing from biology, ecology, history, and systems thinking, he introduces a civilizational terrain of ridges and valleys that is constantly shifting as we are moving through it. Nate also uses the concepts of switchbacks and erosion to explain why some futures emerge by default from existing incentives and momentum, while others require deliberate effort, coordination, and sustained commitment. Through examples that range from cell development to lake ecosystems to political systems, Nate examines how complex systems settle into stable states, and why some transitions are far easier to make than to reverse. As economic, geopolitical, and ecological pressures reshape the landscape we traverse, knowing which futures are downhill and which require climbing becomes increasingly important. The episode offers a conceptual tool for interpreting the composite worlds Nate will outline in the next part of the series, and invites listeners to consider both where they stand in the terrain and whether their daily actions are building pathways toward a more desirable future, or letting those paths erode. How do societies become trapped in self-reinforcing systems, and what does that look like in our current reality? Which futures seem most likely if present incentives and momentum hold? And which social, cultural, or ecological switchbacks are being built today that could open new possibilities tomorrow (Recorded May 22nd, 2026) Show Notes and More Watch this video episode on YouTube Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie. --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Hylo channel and connect with other listeners

Link to submit: https://senja.io/p/the-great-simplification/r/share-your-technology This week, Nate is putting out a call to listeners of this platform to share stories from the work they're doing on the ground, within their own communities and connections. He's specifically seeking stories that reflect technological innovation – either through goldilocks technology, social innovation, or inner tech stacks – as responses to the more-than-human predicament. This can look many ways and apply to multiple scales, but the overall goal of this campaign is to celebrate the creativity and impact you've had while working on the issues that are most meaningful to you. Chosen stories will be shared on social media, and some will be included in upcoming Frankly episodes. It is our hope that showcasing the projects and initiatives of those actively shifting their own lives in response to the metacrisis may inspire a domino effect of ideas from others. The link to submit videos will only be live for the next two weeks, until June 12th – so if you'd like to share your story for this project the time is now. Thank you for the continued support for this content, and I look forward to hearing from you about your projects and how you embody this work. (Recorded May 27th, 2026)

Most responses to civilizational crises focus outward – policy levers, energy systems, geopolitical actors, and material flows – with little focus on how the humans inside these systems might change and grow in parallel. At the same time, the minds that built this complex and fragile world are also the instruments we must use to navigate its unraveling, making them a critical factor in defining humanity's future. With that said, who will we be as simplification unfolds, and how do we prepare our inner terrains for what's coming? In this episode, Nate is joined by meditation practitioner, Andrew Holecek, for an exploration of the concept of dark retreats, periods of extended time in complete absence of light, as a practical path toward reflection and reconnection with ourselves and others. Andrew draws on decades of study in Tibetan Buddhism and non-dual wisdom traditions to explore how the external complexity of modern life is mirrored in the internal complexity of the modern mind. Central to his work is the concept of non-duality: a return from the fragmented display of self-versus-world toward a more unified, less suffering-prone relationship with reality. Andrew and Nate also explore the misleading entanglement of happiness and consumption, arguing that satisfaction arises not from acquiring what we want, but from the cessation of wanting itself. What would it mean to practice darkness as a needed reprieve from constant light and stimulation, rather than deprivation? If the coming decades hold a forced reduction in external, material complexity, how could a deepening of our internal worlds make us more resilient, compassionate, and grounded? And could confronting fear – by learning to move through it rather than avoid it – be one of the most practical preparations for navigating future uncertainty and social fracture? (Conversation recorded on April 28th, 2026) About Dr. Andrew Holecek: Andrew Holecek is an interdisciplinary scholar-practitioner in Tibetan Buddhism and other nondual wisdom traditions who has spent over thirty years helping people transform life's greatest challenges into opportunities for awakening. A dedicated meditation practitioner who completed the traditional Tibetan Buddhist three-year retreat, Andrew is known for making profound contemplative practices accessible and practical. He is actively involved in scientific research on dark retreat with the University of Wisconsin-Madison, as well as the Institute for Advanced Consciousness Studies where he serves as Resident Contemplative Scholar. Andrew is a member of the American Academy of Sleep Medicine, the author of several scientific papers on lucid dreaming, and was also the host of the now-concluded Edge of Mind podcast, where he interviewed guests to explore ancient teachings and modern topics about the nature of mind and reality. Andrew's newest area of focus is dark retreat, the ancient Buddhist practice of extended meditation in complete darkness. His most recent book, Total Eclipse of the Mind: Unleashing the Power of Darkness for Creativity, Healing, and Transformation, draws on more than thirty years of personal dark retreat experience. True to his approach, Andrew teaches dark retreat – and the more accessible gray retreat practice of weaving in and out of darkness – as a genuine path to healing, creativity, and self-understanding. Show Notes and More Watch this video episode on YouTube Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie. --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Hylo channel and connect with other listeners

Over the past century, standardized testing evolved from a wartime sorting tool into the defining feature of how we measure children's worth and potential, fundamentally altering the mental health and learning outcomes of an entire generation. Now, as global crises mount and our leaders struggle to navigate staggering complexity, a growing number of researchers are asking: what if the root cause of civilizational dysfunction is something as upstream and innately human as the way we educate our children? In this episode, Nate is joined by developmental psychologist Dr. Theo Dawson alongside returning guest and philosopher of education Dr. Zak Stein to explore the history of educational testing and show how we've progressively narrowed our definition of learning while stunting the very mental capacities we most need. Together, they make the case that without restoring the developmental health of the next generation, no amount of policy reform or technological innovation will be sufficient to change humanity's current trajectory. At the core of this argument, they discuss the need to pivot our testing and developmental measurements toward those that foster mental complexity, individual growth, and fundamental human skills, ultimately leveraging change through the entire educational system. Both guests emphasize the central importance of cultivating an "earned sense of competence" – the deep, embodied confidence that comes from learning through genuine engagement with the world – which they believe is the most powerful resource a civilization can regenerate. What are the effects on critical thinking and development as a result of years of memorization and high stakes testing? How might reframing the goals of our educational systems toward cultivating human flourishing help both average citizens and those in power make better decisions for the whole of society? And if education truly shapes everything from geopolitics to economic behavior, what would it require of us to treat the next generation as civilization's most precious resource as we continue to face more societal and ecological turbulence? (Conversation recorded on March 25th, 2026) About Theo Dawson: Dr. Theo Dawson is the founder and executive director of Lectica, a nonprofit organization that develops evidence-based developmental assessments and builds knowledge about learning and its role in the future of society. She received her master's and PhD from the University of California at Berkeley and is widely published in the field of cognitive developmental psychology. About Zak Stein: Dr. Zak Stein is a philosopher of education and co-founder of Lectica. He is also co-founder of the Center for World Philosophy and Religion, the Civilization Research Institute, and the Consilience Project. He is the author of dozens of published papers and two books, including Education in a Time Between Worlds. Zak received his Doctor of Education from Harvard University. Show Notes and More Watch this video episode on YouTube Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie. --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Hylo channel and connect with other listeners

The last pre-war shipments of oil products from the Strait of Hormuz have arrived at their destinations as of early May, meaning the promise of an energy crisis as a result of the Iran war is fast approaching. Leading experts are now forecasting energy disruptions ranging from rationing to severe shortages in import-dependent economies, with roughly 11% of global oil supply already offline. This leaves us with the question: even if this war were to end today, what sort of system-wide effects are locked in given the current loss in production, and what will be required of us to cope with the fallout? In this episode, Nate welcomes back petroleum geologist Art Berman to break down the timeline of the looming oil shortages stemming from the Strait of Hormuz crisis and just how severe they could become within a tightly coupled, complex global system. Art explains why, even if the war were to end today, the inherent lags in our industrial supply chains mean shortfalls are already baked into the coming months. The resulting rise in energy prices will reach far beyond the pump, rippling out into the cost of virtually everything and confronting much of the world with conditions not seen in over five decades. Ultimately, Art sees this as a forcing mechanism that could compress decades of needed adjustment into months. The outcome will rely less on policy than on whether societies can absorb the shock without breaking. Amid all the speculation about oil prices in the wake of the Iranian conflict, what do these numbers actually mean in physical terms? If this conflict signals the beginning of a long-term decline in energy availability, are we already past the peak of the global material economy, with the financial layer not yet caught up to the physics? And if this conflict signals the beginning of a long-term decline in energy availability, what lessons from our deep past might help us find our way forward? (Conversation recorded on May 6th, 2026) About Art Berman: Art Berman is a petroleum geologist with over 40 years of oil and gas industry experience. He is an expert on U.S. shale plays and is currently consulting for several E&P companies and capital groups in the energy sector. Show Notes and More Watch this video episode on YouTube Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie. --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Hylo channel and connect with other listeners

Many of us were taught that humans have been the dominant force shaping the modern world through sheer grit, ingenuity, and innovation. While true to an extent, there are also deep, embedded laws of energy that have both constrained and enabled human cleverness and our influence over our surroundings. What exactly are these laws, and what happened in the past few centuries that allowed for an explosion of technology and consumption? Perhaps more importantly, how can that knowledge help us understand how the decades and centuries ahead might be different? In this episode, Nate is joined by earth scientist and thermodynamicist Tad Patzek for a deep dive into the mathematics and physics driving humanity's energetic and material predicament. Tad walks us through the six great flows of power and materials that keep civilization running, and explains why our public conversation about all of them is dangerously detached from physical reality. He argues that planetary breakdown is not merely a side effect of an economic system built on growing these flows – it is a direct mathematical consequence of overshoot. He rounds out this picture by pointing out that every energy transition in history has been additive, not subtractive – increasing total power in the system – and the current push toward renewables is no exception. What if we were to truly see ourselves through the lens of all the energy we consume – for Americans, the equivalent of a 40-ton whale – would that change how we live? How do technology, population, and per capita energy consumption amplify each other, creating an exponential demand for power? And if we were to acknowledge the inseparability of our ecological crises and our energy blindness, would it help us change our behavior in accordance with the kind of world we'd want our grandchildren to inherit? (Conversation recorded on March 11th, 2026)\ About Tad Patzek: Tad Patzek is Professor Emeritus of Petroleum and Chemical Engineering at the Earth Sciences Division and Director of the Ali I. Al-Naimi Petroleum Engineering Center in KAUST, Saudi Arabia. Formerly, he was the Lois K. and Richard D. Folger Leadership Professor and Chairman of the Petroleum and Geosystems Engineering Department at The University of Texas at Austin. Additionally, he was previously a Professor of Geoengineering at the University of California, Berkeley. Prior to joining Berkeley, he was a researcher at Shell Development, a research company managed for 20 years by M. King Hubbert. He is also a full Presidential Professor in Poland, which is the highest honor, and also served as a member of the DOI Macondo Well Advisory Committee. Patzek's current research involves mathematical and numerical modeling of earth systems with emphasis on fluid flow in soils and rocks that can be hydrofractured. He is working on the thermodynamics and ecology of human survival, and food and energy supply for humanity. His current emphasis is the use of unconventional natural gas as a fuel bridge to the possible new energy supply schemes for the world. Patzek is a coauthor of over 400 papers and reports, and most recently, he has cumulated his research into his upcoming book Thermal Power and Climate Change: A Data-Driven Analysis of Cause and Effect, 1800-2100 (Preprint available now) Show Notes and More Watch this video episode on YouTube Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie. --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Hylo channel and connect with other listeners

As the war in Iran creates chaos in every domain of life, the already-fragile energy systems of many countries find themselves on the brink of crisis after spending decades investing in natural gas infrastructure, largely supplied by Middle Eastern countries. With projected natural gas prices now spiking across the world, a growing number of nations are re-prioritizing energy security over energy convenience – calling into question the types of electricity generation needed for their citizens as they look to the coming decades. Could this lead to calls for a nuclear power revival in the West, and if so, would Western countries have the capacity to build such complex infrastructure? In this episode, Nate welcomes back Dr. Chris Keefer, president of Canadians for Nuclear Energy and host of the Decouple podcast, for an impromptu exploration of the possible role of nuclear power for energy security amidst destabilizing supply chains and escalating geopolitical tensions in the Middle East. Looking back to the energy shocks of the 1970s, Chris highlights how these disruptions reshaped electricity generation globally, including the rapid expansion of nuclear power for several countries, such as Europe, the U.S., Japan, Taiwan, and Pakistan. But without the energetic, material, and civic availability of fifty years ago, Chris calls into question whether most free-market based countries would be able to coordinate and effectively respond in the same way today. Ultimately, both Chris and Nate highlight how energy security is reshaping every aspect of our lives as we are forced to adapt to a world of lower material throughput. Why is nuclear power such a potent piece of energy infrastructure – resulting in cheap, abundant electricity when built correctly? How are the health impacts of nuclear power accidents misunderstood, and do the risks outweigh the benefits? And ultimately, does society today possess the political, financial, technological, and institutional capacity required to build and sustain large-scale nuclear systems? About Chris Keefer: Dr. Chris Keefer MD, CCFP-EM is the host of the Decouple podcast, where he explores the most pressing questions in energy, climate, environment, politics, and philosophy. Additionally, he is a practicing emergency physician in Toronto, a medical instructor, and a lifelong advocate for social and environmental causes. Chris is also the founder and president of the grassroots non-profit Canadians for Nuclear Energy, as well as the Director of Doctors for Nuclear Energy. Show Notes and More Watch this video episode on YouTube Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie. --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Hylo channel and connect with other listeners