Why I'm Betting that Governments Will Inflate Away Their Debt.
This is not just market volatility. It is proof that the global economy is still fragile by design overexposed to a few critical nodes.
As long as the world depends on narrow energy chokepoints, every conflict has the power to become a global economic shock.
The real solution is not predicting crises better. but building a system where crises have less power to disrupt everything at once.
Brilliantly written, great numbers, rock solid thesis...
Thank you 🙏
This is not just market volatility. It is proof that the global economy is still fragile by design overexposed to a few critical nodes.
As long as the world depends on narrow energy chokepoints, every conflict has the power to become a global economic shock.
The real solution is not predicting crises better. but building a system where crises have less power to disrupt everything at once.
Brilliantly written, great numbers, rock solid thesis...
Thank you 🙏