#489 – Paul Rosolie: Uncontacted Tribes in the Amazon Jungle

Bullish:

• $CONSERVATION - Environmental conservation efforts are gaining significant momentum with increasing donor support and successful land protection models, suggesting growing investment opportunities in conservation-related ventures.

  • “we've protected a 130,000 acres, we might actually be able to do this”

    Paul·1:35:00

  • “people all over the world have become jungle keeper supporters. We have several thousand people that every month give us between 5 and $1,000 every single month”

    Paul·1:05:31

  • “just from that one post, we got a $150,000 in, like, forty eight hours, and we bought this concession. We stopped that road”

    Paul·1:51:46
• $ECOTOURISM - Ecotourism in pristine rainforest areas is providing sustainable economic alternatives to extractive industries, with strong local employment and visitor demand.

  • “in our region, ecotourism has been great. It's given the local people jobs as guides and cooks and chefs and and and carpenters, and so macaws are a huge part of that because it's one of the last places where you can see these flying rainbows”

    Paul·2:07:47

  • “it would be so amazing to bring people to the tree house and show them this amazing place and put out documentaries”

    Paul·3:11:27
• $HUMANART - As AI-generated content proliferates, authentic human art and literature will become increasingly valuable and sought after.

  • “human art and human literature is going to actually become so valuable as this other thing happens”

    Paul·2:54:37

  • “real artists are going to become more appreciated. As more and more compelling and effective bots appear on the Internet, we're going to value that less and less”

    Lex·2:54:54

  • “it's going to force people to be more authentic and real and raw with each other. That's gonna be the the valuable resource”

    Lex·2:55:18

Bearish:

• $HOLLYWOOD - Traditional Hollywood movie-making is becoming increasingly unpopular due to over-polished, risk-averse content that lacks authenticity.

  • “movies have become so polished. Like, there's no, like, weird quirky stuff. There's no risky stuff anymore. It's all very, very curated. I've almost stopped watching movies”

    Paul·2:55:32

  • “Hollywood stars, Hollywood movie making process has become less and less and less popular because of that”

    Lex·2:55:51
• $LOGGING - Illegal logging operations face increasing pressure from conservation efforts, law enforcement, and narco-trafficker competition for territory.

  • “these landowners are going to sell their forest to the logging companies because owning 10,000 acres of the Amazon doesn't help you”

    Paul·1:01:23

  • “The loggers are happy to turn into rangers”

    Paul·1:05:29

  • “we take loggers and gold miners and make them into rangers and give them better jobs”

    Paul·21:54