The Great Simplification with Nate Hagens

In this week's Frankly, Nate steps away from analysis and reflects on a call that reframed his thinking. He shares a recent conversation with a close friend living in Lebanon, who amid ongoing daily violence and loss has been hosting displaced families and leading meditation practices in her community. Nate notes that her grounded presence, alongside the trust she carries from a centuries-old lineage in her village, reveals the ways in which social capital and contemplative practice can hold someone steady as the world around them changes.
From that conversation, Nate distills the wider work of this platform into three questions he believes may matter more than the macro-analysis he usually offers. Who are we going to be when comfort and convenience start thinning out? How are we going to live with a biophysical haircut on the horizon? And what are we willing to protect, even at a cost? He notices how many people watching from the relative safety of the Global North live in a constant low-grade state of stress, even without immediate cause, while his friend remains grounded despite being surrounded by actual danger. Nate suggests that separating our internal responses from the external world is the primary work ahead of us, and closes by naming the recent shift in his own curiosity toward the question of who we might become as humans sitting at the precipice of a species-level transition.
When comfort and convenience start thinning out, who are you going to be? How do you separate your internal fight or flight response from what is actually happening around you? And what are you willing to give some of your life's energy to protect?
(Recorded April 30th, 2026)
 
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Over three-quarters of the global population has never lived through a major global energy crisis, such as those of the 1970s. In early 2026, that is about to change as the world faces the largest energy disruption in history, measured by the daily loss of oil output. This crisis won't be evenly distributed but will be felt everywhere – and is guaranteed to have ripple effects we won't see coming. How much oil remains in circulation, and what level of damage has already been inflicted on our global energy infrastructure?
In this episode, Nate is joined by oil market analyst Rory Johnston to discuss how the Strait of Hormuz closure has led to the largest oil supply shock in history, and what the exact numbers and cascading effects are. He also breaks down the primary strategies countries will have to use to adapt to energy losses, including resorting to demand destruction, and what the disastrous risks are if shortages are allowed to persist. Rory also explains the lag between the closure, the real world impact of oil not being able to enter global circulation, and the market's response. Ultimately, Rory and Nate explore the impact of this situation on international trust and cooperation, and what that might mean for a global market system predicated on interdependence and free trade. 
Who are the energy winners and losers in this war so far, and how are our global leaders accounting for the exponential risks of continued warfare? In what way can average people prepare for the energy shocks soon to ripple out across the globe? And lastly, if we do recover from this scenario, how might we treat these disruptions as a dress rehearsal for a future of lower material throughput by building greater resilience and interconnection at the local level?
(Conversation recorded on April 23rd, 2026)  
 
About Rory Johnston:
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, host of the Oil Ground Up podcast, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers. 
Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank where he set the bank's energy and metals price forecasts, advised the bank's executives and clients, and sat on the bank's senior credit committee for commodity-exposed sectors.
 
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This week's Frankly is part two of the series How to Think About the Future. Today, Nate expands on the case for holding a distribution of possible futures rather than a single preferred one, and walks through a structured scenario-building exercise. He begins with the two-by-two grid that he has used for years, which indicates whether the economy will expand or contract and whether this happens within ecological limits or in overshoot. The four quadrants this produces represent possible directions toward the future: toward green growth, Mordor, Mad Max, or the Great Simplification.
From there, Nate layers three more grids on top of this economic foundation. A grid focused on power – military, political, financial, and technological – asks how concentrated each is and where the gains flow. A grid regarding geopolitics maps cooperation and adversarial relations against interdependence and self-sufficiency, using the Strait of Hormuz closure as a live example of an adversarial and interdependent geopolitical makeup. Finally, an Earth systems grid tracks climate stress and biosphere integrity, taking into account that we are operating from an already compromised baseline. Nate also describes the role of technology as a modifier across all these grids, which amplifies whatever direction the surrounding system is already moving. He emphasizes that the real future will always come as a composite across these layers, and that the same economic headline produces radically different lived realities depending on the power, geopolitical, and ecological conditions it sits inside.
Where do you find yourself already settled on a particular view of the future, and what gets filtered out when you are? Of the four grids Nate lays out, which feels most defining in your thinking, and which do you tend to underweight? What other grids might matter for anticipating the future, and how might they interact with the ones here?
(Recorded April 20th, 2026)
 
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For many of us, our instinctual response to rising conflict and instability might be to recede further into pragmatism as a way to survive. Yet, if our cultural values and ways of life are what got us here, rooted in narrow-boundary, cold, and logical thinking – then perhaps moments of turbulence like these actually call on us to change our way of thinking entirely. Is this moment our opportunity to pivot toward worldviews that emphasize the intangible qualities of life, and could that shift cause a cascade through our actions and decisions, leading to more balanced decision-making for the betterment of everyone? 
In this episode, Nate is rejoined by philosopher and neuroscientist Iain McGilchrist for discussion on how our left-brain dominance obscures our sense of value, especially for abstract qualities such as truth, goodness, and beauty. As a way to reclaim an appreciation for these things, he urges us to slow down, create spaciousness, embrace silence and deep listening, and resist the mania for productivity in our modern culture. Nate and Iain also discuss consciousness, panpsychism, and panentheism, exploring the thread that there might be some form of universal current running through everything, uniting us all. Bringing everything together, Iain calls for a recovery of humility, compassion, awe, and wonder and insists that even a small percentage of people genuinely living differently could begin to shift cultural consciousness. 
How do the things we choose to pay attention to affect our ability to see what's important in the world – and subsequently what we value and prioritize? What would it feel like to treat each day as a gift rather than a problem to solve, and how might that shift our relationship with time, mortality, and meaning? Most of all, is it possible for some subset of humans to reground ourselves and our behavior in the interconnectedness of life, and could those small changes add up to meaningfully alter humanity's current trajectory? 
(Conversation recorded on March 24th, 2026)
 
About Iain McGilchrist: 
Dr. Iain McGilchrist is a Quondam Fellow of All Souls College, Oxford, an Associate Fellow of Green Templeton College, Oxford, a Fellow of the Royal College of Psychiatrists, a Fellow of the Royal Society of Arts, and former Consultant Psychiatrist and Clinical Director at the Bethlem Royal & Maudsley Hospital, London. 
Iain has been a Research Fellow in neuroimaging at Johns Hopkins Hospital, Baltimore and a Fellow of the Institute of Advanced Studies in Stellenbosch. He has published original articles and research papers in a wide range of publications on topics in literature, philosophy, medicine and psychiatry. 
Iain is the author of a number of books, but is best-known for The Master and his Emissary: The Divided Brain and the Making of the Western World (2009); and his book on neuroscience, epistemology, and ontology called The Matter with Things: Our Brains, Our Delusions and the Unmaking of the World (2021).
 
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In this week's Frankly, Nate opens a new series called How to Think About the Future. He begins with some comments he's heard repeatedly on this platform: why cover nuclear, plastics, renewables, or climate when something else is the real issue? Nate observes that these questions come from people who have already settled on a single storyline about what's coming, and are filtering everything else through it. Our actual reality is much more complex and unknowable, and even the most well-informed perspectives may only be able to capture pieces of the bigger picture. Nate emphasizes that even his own base scenario – that the global economy is likely to hit a wall in the relatively-near future – should be held with humility.
Nate introduces the idea of "scenario thinking" as a practical strategy to reflect on and prepare for several versions of the future, keeping one engaged and grounded in what matters. He also names why this line of thinking is hard in practice – 1. our nervous systems want resolution, 2. our careers and identities are attached to particular futures, and 3. cultural incentives reward confident stories over honest uncertainty. The episode closes by introducing shortfall risk, which is the danger that something essential, like topsoil, social trust, grid stability, or the nuclear taboo drops below a threshold from which it cannot easily recover. This concept will act as connective tissue across the rest of the series, which is an attempt to expand perception instead of picking the right future, and to identify what is coupled, what is irreversible, and what kinds of responses stay robust across many possible worlds.
Where in your life have you quietly settled on a single story about the future? Which of the essentials you rely on would be hardest to rebuild if they fell below a threshold? And how might the decisions you make this week change if you held more than one plausible future in mind at the same time?
(Recorded April 11th, 2026)
 
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