Comments by "Louis Giokas" (@louisgiokas2206) on "The Federal Reserve and Its Inflation Target || Peter Zeihan" video.

  1. The models are indeed no longer relevant. One thing Peter often talks about is the baby boomers taking their money out of stocks and putting it into bonds. Check out this article from the Wall Street Journal titled "These Hot New Funds Are ‘Boomer Candy’ for Retirees". The boomer generation (full disclosure, I are one) was already unprecedented. This is just another example of the difference from prior generations. This is important in the context of this video, since one of the issues Peter often talks about in regard to this industrial buildout we are experiencing is the massive capital required. Actually, I think that Peter overplays that situation. US, and European and Japanese capital are often being deployed overseas. This entails more risk for a potentially small extra return. There is plenty of capital about.
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