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

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Michael Kao
Oct 09, 2022
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Kaoboy Musings
Kaoboy Musings
Re: Inflation/Geopolitics-Geopolitical Mosh Pits & Sovereign Debt Endgames.
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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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