Betting On The Unthinkable

Here's one ugly investment idea I've been toying with. The risk is definitely asymmetric, but it's almost a thesis I hope doesn't play out.

What started as a passing thought during a podcast I did last week is starting to become the outline of an unthinkable investment thesis in my mind - one with asymmetric risk/reward - but one that could also have a profound impact on millions, if not billions, of people.