On @KevinSimler’s recommendation I listened to this Zeihan podcast on our geopolitical future and it genuinely blew my mind
I listened four times (and counting)
It’s the most contrarian thinking I’ve experienced in recent memoryhttps://itunes.apple.com/us/podcast/invest-like-the-best/id1154105909?mt=2&i=1000431119375 …
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Really glad to hear you describe this as contrarian! My Irish coworker was giving me shit today for how pro-American it is, and I tried to explain how almost everything I consume is somehow super down on America. So yeah, it was really refreshing for me too
I'm sure Zeihan's analysis is flawed in all sorts of ways, but I learned quite a few things that astonished me (and that I somehow never learned elsewhere). E.g., that the US is less dependent on international trade than just about every other nation
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What were some of your big takeaways?
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- +1 on the international trade % (and for other countries like Germany) - Japan’s naval power especially vis a vis China, and the reduced US capability to patrol trade - France’s relative independence and military power - Iran as “stable power”, Saudi “burn it down”
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