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Peter Zeihan: US/China Decoupling.
The U.S. and Chinese economies have become deeply intertwined in the last two decades. That interconnectedness has raised alarm bells in both Washington and Beijing in the wake of the COVID-19 pandemic and as competition accelerates between the two countries on strategic matters and advanced, innovative technology.
Understanding both the fault lines and the benefits to the United States of our economic relationship with China as it stands now is critical to preparing for the relationship with China we want—and can live with—in the future.
https://www.youtube.com/watch?v=nBLL3gg6RHk&t=857s
https://www.uschamber.com/assets/archived/images/024001_us_china_decoupling_report_fin.pdf
#PeterZeihan #Zeihan #demographics
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https://www.youtube.com/watch?v=CLdsOKs-KFQ
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Lary Fink, Inflation Is Here To Stay!
#BlackRock CEO Larry Fink does not see #inflation as transitory
#LarryFink said he does not see inflation as transitory and that the U.S. Federal Reserve will have to react to higher inflation numbers.
"I am not calling for 1970's inflation but I just think we are going to have above 2% inflation .. probably closer to 3.5% to 4.0%," Fink said in an interview with Reuters.
"Does that mean the Federal Reserve will have to change policy? I think so," said Fink who, as head of the world's largest asset manager, is viewed as one of the most influential investors in the world.
A rapid rise in prices has left investors wondering whether inflation is likely to peak soon as economies emerge from the cloud of disruptions caused by the coronavirus pandemic, or if higher inflation is here to stay.
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https://www.youtube.com/watch?v=0XomWL4w9IE
In economics, aggregate supply (AS) or domestic final supply (DFS) is the total supply of goods and services that firms in a national economy plan on selling during a specific time period. It is the total amount of goods and services that firms are willing and able to sell at a given price level in an economy.
What causes the supply curve to shift to the left?
Unexpected hikes in prices of necessary resources or a sudden shortage occasioned by an uncontrollable event, such as natural calamities, can shift aggregate supply to the left in the short run to SRAS 1. A shift in the long run aggregate supply curve is mainly caused by technological innovations and changes in the size and quality of labor.
➡️ How The aggregate Supply Curve shift inward
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https://www.youtube.com/watch?v=sp87Kk4gDfA
Where In the World: Red Devil Lake and Russian Propaganda
by Peter Zeihan on September 14, 2022
Bernie Sanders has long been my least favorite personality in the American political world. Not because he’s an idiot (although he is) or because his ideology is historically, morally and economically blind (although it is all those things), but because he has long been an enthusiastically active and willing stooge for Moscow’s propaganda in the United States. Jill Stein regularly makes my bottom five for similar reasons.
But times change. Apparently, the mass murder of Ukrainians in the tens of thousands did something in Sanders’ mind that Moscow’s pointing of thousands of nuclear weapons at his constituents did not. No worries for the Kremlin. There are others in the Western world willing to prostrate themselves to Vladimir Putin. Their reasons vary (greatly) but to a person they are among the greatest threats to the American experiment and way of life.
I’m not going to dive into their rationales. That’s a task for people with far greater interest in the Thunderdome of American politics than I have ever possessed. But I can and will outline the whys of Russian propaganda. It didn’t come out of the blue. Its very existence is wrapped up in how Moscow has ruled its territories going back to the beginning.
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This is How Russian Propaganda Works | Peter Zeihan
#Peterzeihan #Ukrainewar #russianwar
Source
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https://www.youtube.com/watch?v=HehR4jo0XfE
Recorded 12/05/2022
For generations, everything has been getting faster, better and cheaper. Innovative industries were created to satisfy consumers, but are we at the brink of not being able to sustain ongoing demand?
Peter Zeihan asserts it is only a matter of time before major changes will start to unfold that will affect how we manufacture goods, grow food and produce energy. Additionally, the list of countries able to sustain this model is much smaller than you might think.
Zeihan issues an urgent call to avoid what he sees as a catastrophic ending and maps out what the “next” world will look like.
Peter Zeihan
Author, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization; Twitter @PeterZeihan
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#Peterzeihan #Ukrainewar #chinacollapse #china
#russianwar #europe #carbon #renewableenergy
China Russia & Iran, Threats to Energy and Globalization | Peter Zeihan
Source
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https://zeihan.com/
https://youtu.be/BSpT0yEtFBY
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https://www.youtube.com/watch?v=VRvWCFkcs_k
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-------?⚔The Changing World Order⚔?-------
Introduction
https://youtu.be/HLJsbPFjUQ8
Ch 1: The Big Picture in a Tiny Nutshell
https://youtu.be/823kTt7xJSA
Ch 2: The Big Cycle of Money, Credit, Debt, and Economic Activity
https://youtu.be/91rJ-sAZ-v0
Ch 3: The Changing Value of Money
https://youtu.be/0KxiHgDpPyc
Ch 4: The Big Cycles of the Dutch and British Empires and Their Currencies
https://youtu.be/S-z0cdoC8qc
Ch 5: The Big Cycle of the United States and the Dollar, Part 1
https://youtu.be/RuAkG3bGCJM
Ch 6: The Big Cycles of China and Its Currency
https://youtu.be/MaAJCMim_Iw
Ch 7: US-China Relations and Wars
https://youtu.be/S7OdTKaYGQY
Ch 8: The Archetypical Cycle of Internal Order and Disorder
https://youtu.be/_Np9v1b2uG8
Ch 9: Delving into the Six Stages of the Internal Cycle
https://youtu.be/ypCwuVqUWVc
-----?⚔?-----
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The Taiwan #BlackSwan and the #Markets
Are #Asian stocks the opportunity of a lifetime or a falling knife?
The handling of #Taiwan needs to be done with incredible balance, and I hope both the U.S. and #China find an outcome that works best for all parties involved. Although the focus of this video is discussing the macro investment landscape.
The thinking process can be used to understand investor positioning in the Chinese Internet Sector (#Tencent Stock, #Alibaba Stock, #JD Stock, #Baidu Stock, #Pinduoduo Stock (PDD), EDU Stock, and TAL Stock). This macro development is also important for U.S. companies that depend heavily on China for its #growth strategy.
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Principles for Success https://amzn.to/3Asvxjx
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https://www.youtube.com/watch?v=jM4_X6Dl-xo
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Northman Trader On Fed Support and Volatility
Sven Henrich publishes the Daily #Market Brief keeping investors and #traders abreast of the latest market critical #technical and #macro developments as well as market directional strategy. He publishes technical and live updates on his private twitter feed.
Sven is the lead market strategist for NorthmanTrader and a highly respected technical analyst and commentator about markets & the macro economic environment and is a frequent contributor to CNBC, CNN Business and to MarketWatch.
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Big Debt Crises https://amzn.to/2YBrkwn
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Principles for Success https://amzn.to/3Asvxjx
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https://www.youtube.com/watch?v=zmw7ACH0HZE