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Ivancho
Zeihan on Geopolitics
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Comments by "Ivancho" (@ivancho5854) on "Why I’m Not Worried About the Banks (Yet) || Peter Zeihan" video.
@piligrimius82 I have to agree. I trust Peter's geopolitical and to an extent his demographic insight, (though he hasn't made the connection that the rise and fall of demographics is what shapes the economy) however his macro economic insight appears to be awful. A LOT of data points to the whole world (thanks globalization) is way overdue for a significant deflationary event (stock market crash, etc) and a deep recession which will probably last for 5 to 10 years IMHO. Just my 2¢. All the best.
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I don't think that Peter is the one to answer short term macro economic questions.
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