Re: Inflation/Geopolitics-Geopolitical Mosh Pits & Sovereign Debt Endgames.

Recent developments in the world have introduced an “Every Man For Himself” dynamic not just between adversaries but also between allies. Welcome to the Geopolitical Mosh Pit.

Oct 09, 2022

∙ Paid

I am not just talking about the obvious geopolitical conflicts like Russia/Ukraine or China/Taiwan/US. I am talking about conflicting ECONOMIC incentives between regions even among traditionally allied economic/geopolitical blocs.

STRUCTURAL INFLATION is at the HEART of the matter, not just from an energy/resource scarcity dynamic, but also from the CONF…

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