What does energy have to do with freedom? More than you might think.
In this week’s episode of The Covered Call, we sit down with David Fishman, an American who is a longtime China resident, energy consultant, and writer of Crossing the River by Feeling the Stones. David has spent over a decade inside China’s transformation, advising multinationals on nuclear, renewables, and grid economics - while also telling the stories of ordinary people navigating those changes.
We go deep into questions that matter for all of us:
Why is energy the invisible infrastructure of freedom?
How does China’s pragmatic, abundance-first approach differ from the West’s capital-optimized, often ideological model?
Why do “activists make poor analysts” when it comes to designing energy policy?
What lessons can we take from China’s playbook to build resilient, affordable, and sustainable systems?
David’s perspective is refreshingly non-ideological - rooted in engineering realities, not slogans. If you’ve ever wondered why energy debates in the West feel stuck, and what a more pragmatic path forward might look like, this episode will give you answers.
🎧 Listen or watch now!
As always, thank you for being part of this journey. If the conversation resonates with you, please share it with someone who cares about freedom, prosperity, and the systems that make them possible.
Onward,
Jason & Lovis